Maripau Wealth Management Llc
- Regulatory AUM
- $364M
- Discretionary
- $359M
- Clients
- 1,064
- Avg AUM / client
- $342K
- Accounts
- 3,092
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 996 | $243M | 66.8% |
| High net worth individuals | 68 | $121M | 33.2% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Scott Collier | President; Member | Aug 2015 (11y) | 25% – 50% | |
| Caleb K Collier | Vice President; Member | Aug 2015 (11y) | 25% – 50% | |
| Jonah Miles Collier | Vice President; Member | Aug 2015 (11y) | 25% – 50% | |
| Cook, Kasey | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% | |
| Watson, Robert, Lee | Chief Operating Officer | Dec 2020 (6y) | Less than 5% | |
| Thomas Glenn Stricker | Registered representative | Chartered Financial Consultant | Apr 2021 (5y) | |
| Zachary T Steinhandler | Registered representative | Jan 2022 (5y) | ||
| Roy Jason Labaton | Registered representative | Mar 2022 (4y) | ||
| Jimmy Elton Sloan | Registered representative | Apr 2022 (4y) | ||
| George Clifford Ambrose | Registered representative | May 2023 (3y) | ||
| Anthony Perry Desantis | Registered representative | Jun 2023 (3y) | ||
| Jonathan Tolbert Melton | Registered representative | Oct 2023 (3y) | ||
| Michael James Hills | Registered representative | Oct 2023 (3y) | ||
| Payton Reid Mattis | Registered representative | Oct 2023 (3y) | ||
| John Peniel Glynn | Registered representative | Oct 2023 (3y) | ||
| Andrew John Craig | Registered representative | Jul 2024 (2y) | ||
| Jerry Homer Purvis | Registered representative | Oct 2024 (2y) | ||
| Jacob Alexander Adam Fritts | Registered representative | Jul 2025 (1y) | ||
| Douglas Gerard Wisentaner | Registered representative | Oct 2025 (1y) | ||
| Blake Austin Oliver | Registered representative | Nov 2025 (1y) | ||
| Eric Michael Langenfeld | Registered representative | Nov 2025 (1y) | ||
| Duncan Aaron Sullivan | Registered representative | CFP | Feb 2026 (0y) | |
| William Cory Archibald | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $364M (100% of AUM) Apr 2026
- Fidelity Distributors Company Llc $143M (100% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗