MARIPAU WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$364M
Discretionary
$359M
99% of AUM
Avg account
$118K
Accounts
3,092
Employees
24
Advisory reps
23

Firm details

Headquarters
FORT WAYNE, Indiana
CRD number
311934
Registered since
February 3, 2021
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals66.8%
  • HNWI33.2%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Maripau Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and positions itself as a capital allocator serving primarily individual and family clients. Its fee model combines a percentage-of-AUM structure with fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor. Maripau lists an insurance company affiliation and describes its business activities with an emphasis on advisory and educational work rather than institutional consulting. The ADV characterizes the firm as a capital allocator, indicating it sources and places client capital across external managers and vehicles rather than focusing only on in-house product solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 15%, Other 13%, Cash & Cash Equivalents 12%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities15%
  • Other13%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • Kasey Cook

    Chief Compliance OfficerCRD 7324693

  • Robert Watson

    Chief Operating OfficerCRD 7324694

Contacts

3 of 21
  • George Ambrose

    Investment Advisor RepresentativeCRD 4837949

  • Blake Oliver

    Investment Advisor RepresentativeCRD 7743762

  • Eric Langenfeld

    Investment Advisor RepresentativeCRD 5988725

Unlock 18 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 135

Active vs passive

$224M in ETFs

Passive

50%

$112M

Active

29%

$112M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$19.1M249,9708.55%

Location

Primary office

FORT WAYNE, IN

ALLEN

Location

FORT WAYNE, IN

Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.

Metro area
Fort Wayne-Huntington-Auburn, IN
Region
Midwest
County
ALLEN
Address
4509 Maplecrest Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth