Maplewood Wealth

Overview

Maplewood Wealth is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and families. The firm operates primarily as a non‑discretionary adviser, providing advice, model construction and selection of outside managers rather than running large discretionary mandates. Maplewood Wealth describes itself as a capital allocator and an active ESG investor, which suggests that environmental, social and governance factors are incorporated into manager selection and security/ETF choices. Services emphasize financial planning, portfolio oversight for individuals and small businesses, and the selection of other advisers or third‑party managers when clients require access to specialized strategies. The firm charges a combination of percentage‑of‑AUM and fixed fees. Given its size and client base, Maplewood Wealth presents as a boutique adviser that relies on liquid, exchange‑traded instruments for most implementation while retaining the ability to tap external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices