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Building 2MARIPAU WEALTH MANAGEMENT LLC

Map pinFORT WAYNE, IN
Phone260-493-3930
NotebookSEC #801-120262
Total AUM
$363.8M
Employees
24
Clients
1,064

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4509 MAPLECREST ROAD
FORT WAYNE
IN 46835
United States
Operating Hours
9:00 AM - 4:30 PM MONDAY TO THURSDAY, 9:00 AM - 12:30 PM FRIDAY
Monday - Friday
Phone
260-493-3930
Other Offices
12

ReceiptFinancials

Total AUM
$363.8M
Accounts
3,092
Discretionary
$359.1M
Accounts
3,073
Non-Discretionary
$4.7M
Accounts
19

ContactClients

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Individual Clients
996
AUM
$243M
HNW Individual Clients
68
AUM
$120.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTFLGAILINKSMAMINCNHNJOHPARISCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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