Zachary
Steinhandler

Maripau Wealth Management LLC

CRD#6727882
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Zachary Steinhandler is a financial advisor based in Fort Wayne, Indiana who has 1 year of relevant experience. Steinhandler is an advisor for Maripau Wealth Management LLC. The advisor has gained experience at Steinhandler Insurance Group, Steinhandler Wealth Advisors, Retirement Wealth Advisors and Maripau Wealth Management. Steinhandler has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Illinois. Maripau Wealth Management LLC is a business operating out of Fort Wayne, IN. The firm has offices in seven locations and a total of 17 advisors. It manages $182 million in assets under management among its 1,407 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,407 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Maripau Wealth Management LLC can include some blend of asset-based and fixed fees.

Certifications and Registrations

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

Zachary Steinhandler Work History

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

2022 - Present (2 years)

Maripau Wealth Management

2017 - Present (7 years)

Steinhandler Wealth Advisors

2010 - Present (14 years)

Steinhandler Insurance Group

2017 - 2022 (5 years)

Retirement Wealth Advisors

*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 Zachary Steinhandler 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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