Maripau Wealth Management LLC
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Learn more about Maripau Wealth Management LLC
Overview
Maripau Wealth Management LLC is a financial advisor company that has its headquarters in Fort Wayne, Indiana. It controls $181.5 million in assets under management over 1,407 client accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The company has a small group, including 11 financial advisors. Maripau Wealth Management LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, options and equities.
Maripau Wealth Management LLC administers the majority of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without requiring client approval. It also administers 10 non-discretionary accounts with a total of $2.1 million in assets. The company's average account size is $129,008. The average advisor at Maripau Wealth Management LLC oversees around 128 client accounts.
The firm's main office is at 4509 Maplecrest Road, Fort Wayne, Indiana 46835. Maripau Wealth Management LLC is registered to serve clients throughout 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Maripau Wealth Management LLC by the Numbers
$181.5 million
17
1,407
$129.0 thousand
Products and Services
Maripau Wealth Management LLC provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the last fiscal year, the company provided financial planning services to 1-10 of its clients. Maripau Wealth Management LLC is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts. It is also affiliated with one or more other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice are based on which services are offered. However, fee types charged by Maripau Wealth Management LLC most likely are comprised of the following fee types: asset-based or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors and high net worth investors. Out of its 1,407 accounts, Maripau Wealth Management LLC's largest client group is retail investors, though it also caters to 26 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 3.66%
- Other Individuals - 96.34%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Maripau Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Maripau Wealth Management LLC
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
Spring, TX
Red Bank, NJ
Crandall, TX
Fort Wayne, IN
Allen Park, MI
Fort Wayne, IN
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