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MARIACA WEALTH MANAGEMENT, LLC

WELLINGTON, FL · CRD 164001 · IAPD ↗ · passporttoretirement.com · 561-650-8061

$251.1MRegulatory AUM
2Advisory reps
6Employees
10Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2025 — MARIACA WEALTH MANAGEMENT, LLC changed its website from fiduciaryessentials.com to passporttoretirement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2025 — MARIACA WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
January 2025 — MARIACA WEALTH MANAGEMENT, LLC moved its main office from LAKE WORTH, FL to WELLINGTON, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.