Acquiring Company
Maridea Wealth Management
Acquired Company
Pultro Financial Management
New YorkNew BritainFinancial ServicesFinancial ServicesFinanceLendingDescription
Maridea Wealth Management has announced the acquisition of Pultro Financial Management, marking its first presence in Pennsylvania. Pultro is recognized for its behavioral finance approach and manages approximately $217M in client assets. This strategic move aims to enhance Maridea's service offerings in the Philadelphia area.
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Based on deal dataFrequently asked
Who acquired Pultro Financial Management?
Pultro Financial Management was acquired by Maridea Wealth Management, based in New York. The deal was reported on September 1, 2026. Incorporated in 2023, Maridea Wealth Management is an SEC-registered investment advisor that provides comprehensive wealth management services to high-net-worth individuals and families. Maridea Wealth Management is privately held and operates in Financial Services.
When did Maridea Wealth Management acquire Pultro Financial Management?
Maridea Wealth Management's acquisition of Pultro Financial Management was reported on September 1, 2026. Maridea Wealth Management has announced the acquisition of Pultro Financial Management, marking its first presence in Pennsylvania. Pultro is recognized for its behavioral finance approach and manages approximately $217M in client assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Pultro Financial Management do?
Pultro Financial Management is an independent wealth management practice based in Pennsylvania. They are known for their behavioral finance approach to retirement and investment planning. It is privately held, operating in Financial Services, and is based in New Britain.
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