City
Wealth management firms in Wellington, Florida
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Wellington, Florida reported $294.3 million in regulatory assets under management; the largest by assets was Mariaca Wealth Management, LLC, with $251.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $294.3 million
- Average per firm
- $58.9 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mariaca Wealth Management, LLC | SEC | $251.1 million | 686 |
| 2 | Money Manager Inc. | State | $23.4 million | 43 |
| 3 | Dunamis Capital Consulting, LLC | State | $19.3 million | 239 |
| 4 | Trammell Wealth | State | $477,961 | 11 |
| 5 | Ceg Wealth Partners, LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.