Peter
Laliberte

Maripau Wealth Management LLC

CRD#6644727
Investment Advisor
in Ponte Vedra Beach, FL

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About this Advisor

Peter Laliberte is a financial advisor based in Ponte Vedra Beach, Florida, working with Maripau Wealth Management LLC. Peter has previously held positions at Retirement Wealth Advisors, Liberty Advisory Group, Foundations Investment Advisors, LLC, and Maripau Wealth Management LLC. Peter has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Peter is part of Maripau Wealth Management LLC, which operates out of Ponte Vedra Beach, Florida. The firm has 12 offices and 22 employees. The firm manages assets totaling $235.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Maripau Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

228 Canal Blvd Suite 1
Ponte Vedra Beach, FL 32082

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Maripau Wealth Management LLC Brokerage Details

Total Assets Under Management

$235,008,470

FL Average: $1,347,246,178
Total Number of Employees

22

FL Average: 46
Total Number of Accounts

1,986

FL Average: 1,775
Average Account Size

$118,333

FL Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Peter Laliberte Work History

2023 - Present (1 year)

Maripau Wealth Management LLC

2007 - Present (17 years)

Liberty Advisory Group

2018 - 2023 (5 years)

Foundations Investment Advisors, LLC

2016 - 2018 (2 years)

Retirement Wealth Advisors

Disclosures

Please visit the SEC profile of Peter Laliberte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Maripau Wealth Management LLC

Austin Kent
Ann Arbor, MI
James Pati
Warwick, RI
George Ambrose
Danvers, MA
Payton Mattis
Ann Arbor, MI
Michael Hills
Danvers, MA
John Gardner
Fort Wayne, IN
Roy Labaton
Red Bank, NJ
Zachary Steinhandler
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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