Mariaca Wealth Management, LLC is an independent, fee-only fiduciary wealth management firm located in Wellington, Florida. Led by Founder and CEO Sergio A. Mariaca, CFP®, AIFA®, CEPA®, the CEFEX-certified practice serves retirees, business owners, and affluent families in western Palm Beach County with retirement income design, tax mitigation, institutional portfolio management, and legacy estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Mariaca Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-107298; fee-only fiduciary Registered Investment Adviser with zero disciplinary disclosures on IAPD.
Issuer: CFP Board / Centre for Fiduciary Excellence (CEFEX)
Notes: Led by Sergio A. Mariaca, CFP®, AIFA®, CEPA®, and Dana Perez, CFP®.
Factual details and direct answers about Mariaca Wealth Management, LLC's services, licensing, and credentials.
What fiduciary certifications does Mariaca Wealth Management hold?
Mariaca Wealth Management (SEC CRD #164001, File #801-107298) is a fee-only SEC-registered investment adviser certified by the Centre for Fiduciary Excellence (CEFEX) and led by Accredited Investment Fiduciary Analyst (AIFA®) and CFP® professionals.
How does the firm help Wellington business owners and seniors transition into retirement?
The firm coordinates business exit planning, tax-efficient retirement income streams, institutional asset allocation, and multigenerational estate structures.
Where is Mariaca Wealth Management located in Palm Beach County?
The firm's office is located at 1200 Corporate Center Way, Suite 204, in Wellington, Florida 33414, serving Wellington, Royal Palm Beach, Lake Worth, and West Palm Beach.
Connect with complementary legal, financial, and residential providers serving seniors in Wellington and Palm Beach County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Core Wealth Management, Inc.
Jupiter, Palm Beach County
Singer Wealth Advisors, LLC
Boca Raton, Palm Beach County
Castle Wealth Management, LLC
Boynton Beach, Palm Beach County
A&M Private Wealth Partners, LLC
West Palm Beach, Palm Beach County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.