Caleb
Collier

Maripau Wealth Management LLC

CRD#6518566
Investment Advisor
in Allen Park, MI

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About this Advisor

Caleb Collier is a financial advisor based in Allen Park, Michigan with 2 years of relevant experience. Collier is an advisor for Maripau Wealth Management LLC. Their career trajectory has included roles at Senior Benefits And Planning, LLC Dba Collier Financial, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, Maripau Wealth Management LLC and Signal Advisors Usa, Inc. Collier holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Michigan and Texas. Maripau Wealth Management LLC is a financial advisory firm operating out of Fort Wayne, IN. The investment advisory business has offices in seven locations and a total of 17 employees. It oversees $182 million in assets across 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 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers 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 for financial management largely are based on which services are offered. Fees billed by Maripau Wealth Management LLC can include 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

315 East Eisenhower Parkway Suite 303
Allen Park, MI 48101

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Maripau Wealth Management LLC Brokerage Details

Total Assets Under Management

$181,514,406

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

17

MI Average: 46
Total Number of Accounts

1,407

MI Average: 1,775
Average Account Size

$129,008

MI Average: $759,012

Investment Advisory Services

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

Caleb Collier Work History

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

2021 - Present (3 years)

Maripau Wealth Management LLC

2020 - Present (4 years)

Signal Advisors Usa, Inc

2002 - Present (22 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 Caleb 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
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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