Mariposa Wealth Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 304883
- Website
- www.mariposaws.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.56%
- Individuals41.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jonas Means
FounderCRD 5120318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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