James
Pati
Maripau Wealth Management LLC
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About this Advisor
James Pati is a financial advisor based in Warwick, Rhode Island, working with Maripau Wealth Management LLC. James has previously held positions at New York Life/Nyl Securites, Citizens Wealth Management, Merrill A Bank Of America Company, Verizon, Northpointe Bank, Maripau Wealth Management, and Pleasant Hill, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, James is part of Maripau Wealth Management LLC, which operates out of Warwick, Rhode Island. 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
Services Offered
Fee Structure
Office Location
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Maripau Wealth Management LLC Brokerage Details
$235,008,470
22
1,986
$118,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Pati Work History
Maripau Wealth Management
Northpointe Bank
Pleasant Hill, LLC
Merrill A Bank Of America Company
Citizens Wealth Management
New York Life/Nyl Securites
Verizon
Disclosures
Please visit the SEC profile of James Pati 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
Ann Arbor, MI
Warwick, RI
Danvers, MA
Red Bank, NJ
Fort Wayne, IN
Danvers, MA
Ann Arbor, MI
Spring, TX
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