Jonah
Collier

Maripau Wealth Management LLC

CRD#6527954
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Jonah Collier is a financial advisor based in Fort Wayne, Indiana, working with Maripau Wealth Management LLC. Jonah has previously held positions at Senior Benefits And Planning, LLC Dba Collier Financial, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, and Maripau Wealth Management LLC. Jonah has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Jonah is part of Maripau Wealth Management LLC, which operates out of Fort Wayne, Indiana. 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

4509 Maplecrest Road
Fort Wayne, IN 46835

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Maripau Wealth Management LLC Brokerage Details

Total Assets Under Management

$235,008,470

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

22

IN Average: 46
Total Number of Accounts

1,986

IN Average: 1,775
Average Account Size

$118,333

IN Average: $759,012

Investment Advisory Services

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

Jonah Collier Work History

2021 - Present (3 years)

Maripau Wealth Management LLC

1998 - Present (26 years)

Senior Benefits And Planning, LLC Dba Collier Financial

2018 - 2021 (3 years)

Ae Wealth Management, LLC

2015 - 2018 (3 years)

Global Financial Private Capital, LLC

Disclosures

Please visit the SEC profile of Jonah Collier 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

George Ambrose
Danvers, MA
Austin Kent
Ann Arbor, MI
James Pati
Warwick, RI
John Gardner
Fort Wayne, IN
Payton Mattis
Ann Arbor, MI
Michael Hills
Danvers, MA
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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