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, SEC-registered registered investment adviser organized as an LLC and founded in 2021. The firm serves individual and family clients and describes itself as a capital allocator, combining financial planning and portfolio management with the selection of third‑party managers and educational programming. Fee arrangements include AUM-based pricing and fixed fees. Core advisory services listed on its ADV include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection, and seminars or workshops. The firm has an industry affiliation with an insurance company and does not identify as an active ESG investor.
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 2
Kasey Cook
Chief Compliance OfficerCRD 7324693
Robert Watson
Chief Operating OfficerCRD 7324694
Contacts
3 of 22George 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 138Active vs passive
$276M in ETFs
51%
$141M
26%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $25.5M | 290,177 | 9.25% |
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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