Maripau Wealth Management LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

As stated in the firm's Form ADV Part 2A brochure dated March 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$363,768,300 as of October 2026, filing dated April 24, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ABRAHAMSEN FINANCIAL GROUP, APEX WEALTH, COLLIER FINANCIAL, HORAK LEGACY GROUP, JIM SLOAN & ASSOCIATES, MELTON & COMPANY, MYERS CAPITAL ADVISORS, OLIVER WEALTH MANAGEMENT, REVISE WEALTH MANAGEMENT, STEINHANDLER WEALTH ADVISORS, TRUE CLASSIC WEALTH, WALLON WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2021 (5 years)

Employees

Total: 24. Performing investment advisory functions: 21.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

11 other offices, as of the May 2026 filing

Ann Arbor, MIBrighton, MIDanvers, MAEvanston, ILMedina, OHNaples, FLPeachtree City, GAPetoskey, MIRed Bank, NJRossville, KSShenandoah, TX

States registered or notice-filed

22 states or jurisdictions

ARAZCACOCTFLGAILINKSMAMINCNHNJOHPARISCTNTXWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $106,000,000 in the October 2021 data and $363,768,300 in the October 2026 data, up 243%.

Total employees: 10 in October 2021 and 24 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. May 2026
   • Registered or notice-filed in AZ, PA.
2. April 2026
   • No longer lists the business name Convergence Wealth Partners.
   • No longer lists the business name Liberty Advisory Group.
   • Added the business name Wallon Wealth Management.
   • Added the business name Revise Wealth Management.
   • Added the business name Oliver Wealth Management.
   • Added the business name Myers Capital Advisors.
   • Employees performing advisory functions went from 18 to 21.
   • Regulatory assets under management went from $296,116,147 to $363,768,300 (+23%).
   • Added an office in Brighton, MI.
   • Added an office in Medina, OH.
   • Added an office in Petoskey, MI.
   • No longer lists an office in Ponte Vedra Beach, FL.
   • No longer lists an office in Redding, CA.
3. December 2025
   • Registered or notice-filed in CT.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.