Wallace
Rutkowski

Maripau Wealth Management LLC

CRD#4903164
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Wallace Rutkowski is a financial advisor working out of Fort Wayne, Indiana with a total of 1 year of relevant experience. Rutkowski works at Maripau Wealth Management LLC. Their career trajectory has included roles at Rutkowski Law Firm, Rutkowski Financial, Modernistic, Harman, Gkn and Maripau Wealth Management, LLC. Rutkowski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Maripau Wealth Management LLC is a firm that has its headquarters in Fort Wayne, IN. The firm has offices in seven locations and a total of 17 employees. It controls $182 million in assets under management across its 1,407 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,407 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. Maripau Wealth Management LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the type of financial services. However, fee types billed by Maripau Wealth Management LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Wallace Rutkowski Work History

Wallace has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Maripau Wealth Management, LLC

2021 - Present (3 years)

Rutkowski Law Firm

2021 - Present (3 years)

Rutkowski Financial

2020 - 2021 (1 year)

Modernistic

2019 - 2020 (1 year)

Harman

2011 - 2019 (8 years)

Gkn

*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 Wallace Rutkowski 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
Zachary Steinhandler
Fort Wayne, IN
Jimmy Sloan
Spring, TX
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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