# Maplewood Wealth

> Maplewood Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 328353
- Filed as: MAPLEWOOD WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328353
- AdvisorCensus page: https://advisorcensus.com/firm/maplewood-wealth-328353

## Quick answers

**How is Maplewood Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Maplewood Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Maplewood Wealth registered with the SEC or a state?**
Maplewood Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328353.

**How much does Maplewood Wealth manage?**
Maplewood Wealth reports $3,535,349 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Maplewood Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (1).

**Does Maplewood Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328353

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,535,349
- Discretionary: $0
- Non-discretionary: $3,535,349

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,158,813 |
| High net worth individuals | 1 | $1,376,536 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maplewoodwealth.com
- Instagram @maplewood.wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maplewood Wealth (CRD 328353): Form ADV filing data as of October 2026.