INVESTMENT ADVISORY GROUP LLC
SEC Registeredyour success is our only mission
About the firm
Maritime Wealth Advisors, LLC is dedicated to providing investment management and strategic wealth planning. As a financial advisory firm, their primary focus is to provide unbiased advice designed to help clients achieve their long term financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, strategic wealth planning, and retirement planning including goal setting, financial analysis, plan development and implementation, pension and benefit decisions, health care, long-term care, insurance, legacy planning, charitable giving, and ongoing plan reviews.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,267 | $591M |
| High Net Worth Individuals | 275 | $624M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balanced & Equity / Bond Fund: $1 to $1M | 1.00% |
| Balanced & Equity / Bond Fund: Over $1M | 0.75% |
| Individual Fixed Income Portfolios: All | 0.50% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INVESTMENT ADVISORY GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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