Pultro Financial Management

EST. AUM
$217,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website pultrofinancialmanagement.com
Client types

Overview

On September 1, 2026, Maridea Wealth Management acquired Pultro Financial Management, a New Britain, Pennsylvania-based advisory practice with approximately $217 million in client assets.

Platform Details

Investment Preferences

Alternative Activity