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 working out of Fort Wayne, Indiana with 2 years of industry experience. Collier is an advisor for Maripau Wealth Management LLC. Throughout their career, they have worked at Senior Benefits And Planning, LLC Dba Collier Financial, Global Financial Private Capital, LLC, Ae Wealth Management, LLC and Maripau Wealth Management LLC. Collier has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Indiana and Texas. Maripau Wealth Management LLC is a company based in Fort Wayne, IN. The firm has offices in seven locations and a total of 17 people on staff. It manages $182 million in total assets across its 1,407 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,407 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Maripau Wealth Management LLC has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. Fees charged by Maripau Wealth Management LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

$181,514,406

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

17

IN Average: 46
Total Number of Accounts

1,407

IN Average: 1,775
Average Account Size

$129,008

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

Jonah has been registered as a financial advisor for 2 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

John Gardner
Fort Wayne, IN
Wallace Rutkowski
Fort Wayne, IN
Jimmy Sloan
Spring, TX
Zachary Steinhandler
Fort Wayne, IN
Roy Labaton
Red Bank, NJ
James Wheeler
Crandall, TX
Robert Smith
Fort Wayne, IN
Caleb Collier
Allen Park, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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