Mariposa Wealth Solutions LLC

RIASEC Registered
Total AUM
$26.2M
Discretionary
$26.2M
100% of AUM
Avg account
$151K
Accounts
173
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
304883
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI58.56%
  • Individuals41.44%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mariposa Wealth Solutions LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management; it does not position itself as a capital allocator to outside managers and is not identified as a pension consultant or a related adviser. Mariposa does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 7%, Cash & Cash Equivalents 3%90%
  • Exchange Traded Equities90%
  • US Government Bonds7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Jonas Means

    Jonas Means

    FounderCRD 5120318

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth