Payton
Mattis

Maripau Wealth Management LLC

CRD#7826587
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Payton Mattis is a financial advisor based in Ann Arbor, Michigan, working with Maripau Wealth Management LLC. Payton has previously held positions at Collier Financial, Maripau Wealth Management, and Liberty Athletic Club. Payton has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Payton is part of Maripau Wealth Management LLC, which operates out of Ann Arbor, Michigan. 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 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

315 E Eisenhower Pkwy Suite 303
Ann Arbor, MI 48108

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Maripau Wealth Management LLC Brokerage Details

Total Assets Under Management

$235,008,470

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

22

MI Average: 46
Total Number of Accounts

1,986

MI Average: 1,775
Average Account Size

$118,333

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

Payton Mattis Work History

2023 - Present (1 year)

Maripau Wealth Management

2020 - Present (4 years)

Collier Financial

2016 - 2018 (2 years)

Collier Financial

2015 - 2016 (1 year)

Liberty Athletic Club

Disclosures

Please visit the SEC profile of Payton Mattis 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

George Ambrose
Danvers, MA
James Pati
Warwick, RI
Austin Kent
Ann Arbor, MI
John Gardner
Fort Wayne, IN
Michael Hills
Danvers, MA
Payton Mattis
Ann Arbor, MI
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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