Overview
Assets Under Management: $296 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
MARIPAU WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311934), MARIPAU WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MARIPAU WEALTH MANAGEMENT LLC is headquartered in FORT WAYNE, IN.
MARIPAU WEALTH MANAGEMENT LLC serves 48 high-net-worth clients according to their SEC filing dated July 18, 2025. View client details ↓
According to their SEC Form ADV, MARIPAU WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MARIPAU WEALTH MANAGEMENT LLC manages $296 million in client assets according to their SEC filing dated July 18, 2025.
According to their SEC Form ADV, MARIPAU WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,398
Discretionary Accounts: 2,381
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 311934
Filing ID: 2004673
Last Filing Date: 2025-07-18 15:05:00
Website: https://collierfinancial.com