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AR

Alden E. Rowe

MARIDEA WEALTH MANAGEMENT
GILBERT, AZ 85296
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CRD#: 6770878
AR

Professional summary


Alden Emerson Rowe is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Gilbert, Arizona.

Alden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alden has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

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) OXFORD PARLOR, FAIRFIELD, IA, 03/2019. PARTNER, DROP SHIPPING BUSINESS PARTNERSHIP. NIR, 8/MO 0/TRADING 2) ALDEN ROWE, 1000 SOUTH GILBERT RD, APT 2038, GILBERT, AZ, E-COMMERCE, 01/2021, NIR, OWNER, 4 HR/MO 0/TRADING HR 3) ROGUE REPEATER, QUEEN CREEK AZ 85142, 09/2023, OWNER, ONLINE RETAIL STORE, NIR, 3 HR/MO 0 HR/MO TRADING 4) COBALT COVE CLASSICS, 702 S 4TH ST FAIRFIELD IA, 07/2024, OWNER, PUBLISHING COMPANY, NIR, 8 HR/MO 0 HR/MO TRADING 5) MARIDEA INSURANCE COMPANY, LLC / 323 S GILBERT ROAD, STE 215, GILBERT, AZ / 08/2025 / INVESTMENT-RELATED / LICENSED INSURANCE AGENT / INSURANCE SALES AND IMPLEMENTATION OF INSURANCE RECOMMENDATIONS / 10% OF TIME DURING THE MONTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alden Emerson Rowe'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

August 27, 2025 - Present

MARIDEA WEALTH MANAGEMENT

Office #1: 323 S Gilbert Road Ste 111, Gilbert, AZ 85296
RIA
CRD#: 325523
GILBERT, AZ
Past

August 15, 2019 - September 9, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Gilbert, AZ
Past

July 18, 2017 - September 9, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Gilbert, AZ

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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP

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
Arizona
(8/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2019
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP

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
21

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,509
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.

Company Information


MARIDEA WEALTH MANAGEMENT

CRD#: 325523Gilbert, AZ 85296

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