MARIPAU WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 311934
- Registered since
- February 3, 2021
- Website
- www.collierfinancial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities15%
- Other13%
- Cash & Cash Equivalents12%
Owners & executives
2 of 2Kasey Cook
Chief Compliance OfficerCRD 7324693
Robert Watson
Chief Operating OfficerCRD 7324694
Contacts
3 of 21George Ambrose
Investment Advisor RepresentativeCRD 4837949
Blake Oliver
Investment Advisor RepresentativeCRD 7743762
Eric Langenfeld
Investment Advisor RepresentativeCRD 5988725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$224M in ETFs
50%
$112M
29%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $19.1M | 249,970 | 8.55% |
Location
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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