Robert
Smith

Maripau Wealth Management LLC

CRD#1578452
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Robert Smith is a financial advisor based in Fort Wayne, Indiana, working with Maripau Wealth Management LLC. Robert has previously held positions at Seniors Only Of Co Dba Rcs Wealth Management Group, Brookstone Capital Management LLC, Maripau Wealth Management LLC, and Rcs Wealth Management. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Robert 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 63, 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

Robert Smith Work History

2023 - Present (1 year)

Rcs Wealth Management

2022 - Present (2 years)

Maripau Wealth Management LLC

2003 - Present (21 years)

Seniors Only Of Co Dba Rcs Wealth Management Group

2016 - 2022 (6 years)

Brookstone Capital Management LLC

Disclosures

Please visit the SEC profile of Robert Smith 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
George Ambrose
Danvers, MA
James Pati
Warwick, RI
Payton Mattis
Ann Arbor, MI
Michael Hills
Danvers, MA
John Gardner
Fort Wayne, IN
Roy Labaton
Red Bank, NJ
Anthony Desantis
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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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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