# Mariaca Wealth Management

Mariaca Wealth Management is a Bank / Wealth / Trust based in Wellington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wellington, United States
- **Region:** North America
- **Address:** Lake Worth, FL, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** mariacawealth.com
- **LinkedIn:** https://www.linkedin.com/company/mariaca-wealth-management-llc

## Regulatory record

- **CRD number:** 164001
- **SEC file number:** 801-107298
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164001

## About

Mariaca Wealth Management opened in 2010 under Alejandro Mariaca, establishing an advisory platform in Lake Worth, Florida, that serves high-net-worth individuals and corporate clients. The firm's origins sit squarely in the registered investment advisor channel, not a single-family corpus. It provides financial planning, tax-aware portfolio construction, and corporate retirement plan consulting. The firm deploys client capital across publicly traded securities, fixed-income instruments, and private real estate. Its equity exposure is typically built through individual stocks, ETFs, and separately managed accounts rather than commingled vehicles. On the real-estate side, Mariaca facilitates direct property acquisitions and 1031 exchange transactions, concentrating deal flow in South Florida. The geographic footprint is localized — almost all known client relationships are concentrated in Palm Beach County and the broader tri-county area. Team scale is not publicly disclosed, though the firm's Form ADV disclosures characterize it as a limited-scope practice with fewer than ten employees. There are no disclosed adjacent vehicles, family foundations, or co-investor clubs. A LinkedIn presence for Alejandro Mariaca confirms the firm has operated from the Lake Worth office for its entire history and has not disclosed any recent senior hires or promotions. Mariaca's structural differentiator is the combination of commission-free fiduciary planning with a specialized Florida real-estate transaction desk under one roof. Most RIAs of comparable size do not originate property deals themselves, whereas Mariaca can advise a client on a 1031 exchange while managing the replacement property's acquisition — creating a captive pipeline that larger wirehouses and turnkey asset-management platforms cannot replicate locally.

## Sectors

- Financial Services
- Real Estate

## People

- Alejandro Mariaca — Founder and Managing Partner

## Questions

### How does Mariaca source real estate deal flow for clients?

Mariaca identifies properties primarily through South Florida broker networks and direct owner outreach, then presents off-market and listed opportunities to advisory clients as part of their broader wealth plan. The firm handles 1031 exchange structuring internally, which keeps the transaction economics under its own roof. This sourcing model differs from the third-party feeder-fund approach most small RIAs use to give clients property exposure.

### What investment vehicles does Mariaca use for client portfolios?

The firm constructs portfolios primarily through individual equities, fixed-income ladders, ETFs, and separately managed accounts. It does not run proprietary mutual funds or hedge funds. Real estate positions are held directly by clients — Mariaca advises on acquisition and management but does not pool investor capital into a real estate fund vehicle.

## Related profiles

- [Marge & Charles J Schott Foundation](https://altss.com/profile/marge-charles-j-schott-foundation)
- [Marico](https://altss.com/profile/marico)

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Last updated: 2026-07-08T22:13:29.780Z

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