Hoot Wealth
Hoot Wealth is a Denver-based boutique investment and financial advisory firm serving mass-affluent and high-net-worth individuals and families with wealth management, financial planning, investment management, and retirement planning services, acquired by Maridea Wealth Management in August 2025.
- Company typePrivate
- Founded2025
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Hoot Wealth does
Hoot Wealth is an independent boutique investment and financial advisory firm headquartered in Denver, Colorado, serving mass-affluent and high-net-worth individuals, families, business owners, founders, professionals, philanthropists, and retirees. Founded in 2025 and operating with 1-10 employees, the firm delivers a unified advisory platform spanning wealth management, financial planning, investment management, insurance and risk management, retirement and multi-generational planning, and tax and business services.
The firm's operational technology stack is built on a multi-custodian architecture, integrating major custody and brokerage platforms (Charles Schwab, Fidelity, Interactive Brokers, Pershing) alongside planning, reporting, and billing infrastructure (Black Diamond Client Portal, eMoney, AdvicePay). This integration architecture is standard for SEC-registered RIAs and supports client onboarding, portfolio reporting, financial planning workflows, and fee billing rather than any proprietary differentiated technology.
On August 8, 2025, Hoot Wealth was acquired by Maridea Wealth Management, a comprehensive financial services firm operating through its SEC-registered investment advisor subsidiary Maridea Wealth Management LLC (MWM), as well as Maridea Tax and Business Services LLC (MTBS). The transaction integrated Hoot's leadership and advisory team into Maridea's national platform, with a stated objective of expanding Maridea's footprint into the mountain states. Following the acquisition, Hoot Wealth operates as a subsidiary within Maridea, with go-to-market conducted via direct field advisory relationships and limited organic digital presence (notably LinkedIn). No revenue, AUM, or pricing information is publicly disclosed.
Hoot Wealth firmographics
Firmographics- Name
- Hoot Wealth
- Legal name
- Hoot Wealth
- Website
- https://hootwealth.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Hoot Wealth is a Denver-based boutique investment and financial advisory firm serving mass-affluent and high-net-worth individuals and families with wealth management, financial planning, investment management, and retirement planning services, acquired by Maridea Wealth Management in August 2025.
- Ownership category
- akta.pro rank
Hoot Wealth industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Hoot Wealth is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Markets served
Hoot Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Distribution channels1 record
Marketing channels1 record
Hoot Wealth product offering
Product offeringCore offering
Hoot Wealth is an independent boutique investment and financial advisory firm offering comprehensive wealth management, financial planning, investment management, insurance and risk management, tax and business services, and retirement and multi-generational planning to mass-affluent and high-net-worth individuals, families, and institutions. Following its August 2025 acquisition by Maridea Wealth Management, the firm's advisory capabilities were integrated into Maridea's national wealth management platform to expand into the Mountain States.
Product overview
Hoot Wealth is a wealth management advisory firm that offers a unified platform of financial services. The company provides wealth management, financial planning, investment management, insurance and risk management, tax and business services, and retirement and multi-generational planning. Following its acquisition by Maridea Wealth Management in August 2025, Hoot Wealth's capabilities and leadership were integrated into Maridea's platform to expand presence in mountain states and strengthen the national platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management services providing objective, thoughtful investment and financial guidance to exceptional families and institutions.
- Financial Planning Expertly crafted financial planning services designed to align client goals, tax strategy, assets, estate planning, and strategies for a secure and prosperous future.
- Investment Management Industry-leading portfolio management services leveraging diversified strategies to maximize returns while minimizing risk for clients' investment portfolios.
- Insurance & Risk Management Comprehensive insurance services to safeguard and enhance clients' financial portfolios through tailored coverage plans and risk management strategies.
- Tax and Business Services Tax preparation and business services offered through Maridea Tax and Business Services LLC (MTBS), a wholly owned subsidiary.
- Retirement & Multi-Generational Planning Comprehensive retirement and multi-generational planning services ensuring clients' financial security and legacy preservation across generations.
Companies that use Hoot Wealth
Customer profileSegments1 record
Ideal customer profiles1 record
Hoot Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Hoot Wealth partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- Maridea Wealth ManagementflagshipHoot Wealth was acquired by Maridea Wealth Management in August 2025. The acquisition aimed to expand Maridea's presence in mountain states and strengthen its national platform. Hoot's leadership and expertise were integrated into Maridea's platform, with a focus on client-centered wealth management.
- Maridea Wealth ManagementcoreHoot Wealth joined Maridea in August 2025, representing a significant collaboration between the two firms to strengthen Maridea's wealth management capabilities.
Recent moves4 records
Expansion highlights3 records
Hoot Wealth competitors and assessment
Company assessmentMarket position
Weaknesses2 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Hoot Wealth social profiles
Digital presenceHoot Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hoot Wealth leadership team
Management profileNumber of profiles
Hoot Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hoot Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hoot Wealth
What does Hoot Wealth do?
Hoot Wealth is an independent boutique investment and financial advisory firm offering comprehensive wealth management, financial planning, investment management, insurance and risk management, tax and business services, and retirement and multi-generational planning to mass-affluent and high-net-worth individuals, families, and institutions. Following its August 2025 acquisition by Maridea Wealth Management, the firm's advisory capabilities were integrated into Maridea's national wealth management platform to expand into the Mountain States.
Is Hoot Wealth a public or private company?
Hoot Wealth is a private company. It is classified as corporate owned and is currently acquired.
When was Hoot Wealth founded?
Hoot Wealth was founded in 2025. It employs 1 to 10 people.
Where is Hoot Wealth based?
Hoot Wealth is headquartered in Denver, United States, in the North America region.
Does Hoot Wealth have an API?
No public API is recorded for Hoot Wealth.
What industry is Hoot Wealth in?
Hoot Wealth's product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.