{
  "crd_number": 311934,
  "slug": "maripau-wealth-management-llc-fort-wayne-in-311934",
  "primary_business_name": "MARIPAU WEALTH MANAGEMENT LLC",
  "legal_name": "MARIPAU WEALTH MANAGEMENT LLC",
  "dbas": [
    "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"
  ],
  "city": "Fort Wayne",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "23060",
  "metro": {
    "cbsa_code": "23060",
    "common_name": "Fort Wayne",
    "msa_name": "Fort Wayne, IN",
    "path": "/advisors/in/fort-wayne"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-03",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": 363768300.0,
  "raum_discretionary": 359062897.0,
  "raum_non_discretionary": 4705403.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 24,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 243004164.0,
      "count": 996
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 120764136.0,
      "count": 68
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "MA",
    "MI",
    "NC",
    "NH",
    "NJ",
    "OH",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://collierfinancial.com",
    "https://facebook.com/CollierFinancial",
    "https://linkedin.com/company/collierfinancial",
    "https://twitter.com/CFhere4you"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311934",
  "city_as_filed": "FORT WAYNE",
  "url": "https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934",
  "display_name": "Maripau Wealth Management LLC",
  "summary": "Maripau Wealth Management LLC is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. Maripau Wealth Management LLC (CRD 311934): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Maripau Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maripau Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Maripau Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it); Flat fee: $1,500 to $3,500 (stand-alone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Maripau Wealth Management LLC located?",
      "a": "Maripau Wealth Management LLC's principal office is in Fort Wayne, IN, according to its Form ADV; the May 2026 filing also lists 11 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Maripau Wealth Management LLC registered with the SEC or a state?",
      "a": "Maripau Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311934."
    },
    {
      "q": "How much does Maripau Wealth Management LLC manage?",
      "a": "Maripau Wealth Management LLC reports $363,768,300 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have Maripau Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Maripau Wealth Management LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Maripau Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (996); high net worth individuals (68)."
    },
    {
      "q": "Which custodians does Maripau Wealth Management LLC use?",
      "a": "Maripau Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Maripau Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311934"
    },
    {
      "q": "What changed in Maripau Wealth Management LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in AZ, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 106000000.0,
      "total_employees": 10,
      "filing_date": "2021-09-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 142778983.0,
      "total_employees": 13,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 181514406.0,
      "total_employees": 17,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 235008470.0,
      "total_employees": 22,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 296116147.0,
      "total_employees": 21,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 363768300.0,
      "total_employees": 24,
      "filing_date": "2026-04-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in AZ, PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $3,500 (stand-alone financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "This annual fee typically ranges between 1.00% - 2.00% per year."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $3,500 (stand-alone financial planning and consulting services)"
        ],
        "quotes": [
          "Where we are engaged for these services on a stand-alone basis, you will typically pay us a fixed fee ranging from $1,500 - $3,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 3500.0,
          "period": "one_time",
          "service": "stand-alone financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "This annual fee typically ranges between 1.00% - 2.00% per year.",
      "Where we are engaged for these services on a stand-alone basis, you will typically pay us a fixed fee ranging from $1,500 - $3,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/maripau-wealth-management-llc-fort-wayne-in-311934.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 996,
      "fewer_than_5": false,
      "raum": 243004164.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 120764136.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311934",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}