Dana Perez
Mariaca Wealth Management · Wellington, Florida
Dana Perez is a fee-only financial advisor at Mariaca Wealth Management in Wellington, Florida, who holds the CFP credential. Mariaca Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mariaca Wealth Management |
|---|---|
| Based in | Wellington, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $251.1M across 686 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5934784 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.passporttoretirement.com |
| Profile |
How Dana's firm compares
- Mariaca Wealth Management's average account is about $366,000, from its Form ADV (assets managed divided by 686 accounts).
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Questions about Dana
Is Dana Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Mariaca Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana's firm, Mariaca Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Dana Perez based?
Dana Perez is based in Wellington, Florida.
What credentials does Dana Perez hold?
Dana Perez holds the CFP credential.
Is Dana Perez registered with the SEC?
Yes. Dana Perez is registered as an investment adviser representative in FL (CRD 5934784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mariaca Wealth Management manage?
Mariaca Wealth Management reports $251.1M across 686 accounts in assets under management.
How do I contact Dana Perez?
Through Dana's website, www.passporttoretirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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