On July 17, 2025, Maridea Wealth Management announced its acquisition of Pinnacle Wealth Management.
Maridea Wealth Management (“Maridea”) announced, on July 17, 2025, its acquisition of Pinnacle Wealth Management (“Pinnacle”). Under the terms of the transaction, Pinnacle will transition to Maridea’s independent RIA platform. Further terms of the deal were not disclosed.
Maridea, based in Brooklyn, is a registered investment advisor offering tax strategies, assets, and estate planning services. Maridea has approximately $470 million in assets under management.
Pinnacle, based in Chicago, is a registered investment advisor offering personalized financial strategies to high-net-worth individuals and families. As of February 2025, Pinnacle had approximately $181.7 million in assets under management. Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.
To read the press release: please click here.