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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maripau Wealth Management LLC
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|---|---|
| CRD # | 311934 |
| SEC # | 801-120262 |
| CIK # | 0001890698 |
| AUM | $296.1 M (2025-07-18) |
| Employees | 21 (86% Investors, 0% Brokers) |
| Phone | 260-493-3930 |
| Address | 4509 Maplecrest Road Fort Wayne, IN 46835 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 6.7 | ||
| Nvidia Corp | 3.6 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.2 | ||
| MicroStrategy Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,098 | 214.4 |
| (b) Individuals (high net worth individuals) | 48 | 81.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,398 | 296.1 |
| By Discretionary | ||
| Discretionary | 2,381 | 292.9 |
| Non-Discretionary | 17 | 3.2 |
| Total | 2,398 | 296.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.1 | |
| Total | 2,398 | 296.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001890698] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
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OR | 0.3 |
|
Oneamerica Securities Inc
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IN | 0.3 |
|
Cloud Investments LLC
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|
AL | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |
|
Fluent Financial LLC
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|
TX | 0.3 |
|
JDM Financial Group LLC
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|
0.3 | |
|
Christy Capital Management Inc
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|
GA | 0.3 |
|
4J Wealth Management LLC
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|
VA | 0.3 |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 0.3 |