Kenneth Neil Bauso
Investment adviser representative at Maridea Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Maridea Wealth ManagementFeb 2024 to now
- Meridea Wealth Management LLCFeb 2024 to now
- Huckleberry Capital Management, LLCNov 2019 to now
- N/aNov 2017 to Nov 2019
- Elementum Management LLCJun 2010 to Oct 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Maridea Wealth Management
Legal name: Maridea Wealth Management LLC
$2BAssets managed
2,100Clients
38Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3129411
- Firm CRD
- 325523