Kathleen Walsh Dulko
Investment adviser representative at Maridea Wealth Management
16 yearsExperience
1 stateRegistered in
$2BFirm assets
2 yearsFirm in business
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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 Management LLCMay 2026 to now
- Walsh Consulting Group, Inc. dba Ashford Investment AdvisorsApr 2016 to now
- Halifax HealthJan 2010 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6623264
- Firm CRD
- 325523