Michael C. Padilla

MARIDEA WEALTH MANAGEMENT

GOLDEN, CO

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CRD#: 5113657

Professional summary

Michael C Padilla is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Golden, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Trustee of the Charles L Padilla Irrevocable Trust; Not investment-related; Golden, CO 80403; Rental property ownership; Trustee; Landlord to rental property; Less than 5% of time during the month. 2) On a temporary and transitional basis, Michael Padilla will be dually registered as an investment advisor representative with Maridea Wealth Management LLC and Hoot Wealth LLC. Maridea Wealth Management LLC and Hoot Wealth LLC are under common control.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C Padilla's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2025 - Present

MARIDEA WEALTH MANAGEMENT

RIA

CRD#: 325523

GOLDEN, CO

Past

January 21, 2025 - September 15, 2025

HOOT WEALTH LLC

RIA

CRD#: 334034

Golden, CO

Past

December 23, 2020 - February 12, 2025

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

Denver, CO

Past

October 15, 2010 - August 6, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MC LEAN, VA

Past

January 14, 2008 - August 30, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SANTA FE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/29/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/11/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Mailing Address

Phone number

(347) 289-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	2,509
AUM (Assets Under Management)	$ 469,226,780

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael C. Padilla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C Padilla's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOOT WEALTH LLC

MOTLEY FOOL WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MARIDEA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2019

Series 63

Date: 2/29/2008

Series 6

Date: 1/11/2008

Current Firm

MARIDEA WEALTH MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIDEA WEALTH MANAGEMENT

TRUST BUT VERIFY

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