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| Maripau Wealth Management LLC
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| CRD # | 311934 |
| SEC # | 801-120262 |
| CIK # | 0001890698 |
| AUM | 363.8 M (2026-04-24) |
| Employees | 24 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 260-493-3930 |
| Address | 4509 Maplecrest Road Fort Wayne, IN 46835 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/5/2026) [Brochure] |
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Item 5 – Fees and Compensation
A A description of the fees we charge for advisory services is set forth in this Item 5. All fees are
negotiable and individual clients may pay fees that are higher or lower (or otherwise materially
different) than those described in this firm brochure.
Fees for Portfolio Management Services. When you engage us for portfolio management services
you will pay us an annual asset-based advisory fee that is calculated as a percentage of the market
value of the assets we manage on your behalf. This annual fee typically ranges between 1.00% -
2.00% per year. The specific annual rate applicable to your account will be set forth in a written
advisory agreement and will be determined by us based upon a variety of factors we deem relevant,
including the complexity of your account and chosen investment strategy (including whether any
MARIPAU WEALTH MANAGEMENT, LLC FORM ADV PART 2A – FIRM BROCHURE
Independent Managers will be utilized and their respective costs); your current asset level and any
expected future inflows of capital to your accounts; the value of accounts belonging to your related
persons; any special relationship(s) you may maintain with any of our employees; and the scope of
any financial planning or consulting services we expect to deliver as part of our services to you.
We may also consider fee arrangements you maintained with prior financial advisors in
determining the annual rate to be applied to your account.
Our annual asset-based advisory fees are payable quarterly in advance and are pro-rated for any
partial billing periods (based on the number of days in the period during which services are
provided) and any mid-period capital inflows or outflows (based on the date of deposit or
withdrawal). The advisory fee for the initial billing period shall be based upon the opening market
value of your account as of the date funds are first deposited. Thereafter, such fees shall be based
on the market value of your account as of the close of the prior billing period.
For purposes of calculating these fees, we rely upon the market value of your account as determined
by the Custodian. The Custodian may use various pricing services such as Reuters and Standard &
Poor’s to price securities held in your account. For actively traded securities, these services use the
actual last reported sale price. For less actively traded securities such as bonds, these services will
use the appropriate valuation methodology to determine the value of the security. You should
contact us with any questions or concerns about the manner in which the Custodian has priced any
investments held in your account.
Clients may make additions or withdrawals from their account at any time; however, clients should
note that some or all of the investments in their account may be intended as long-term investments
and withdrawals of cash and premature liquidations of securities positions may impair the
achievement of your investment objectives.
NOTE: As part of our portfolio management services, we have contracted with Signal Advisors
Wealth, LLC (“Signal”), an independent registered investment advisor, to provide us with
assistance with some or all of the following administrative tasks: trade processing, collection of
advisory fees, invoicing, reporting, recordkeeping, and/or other similar forms of assistance. In
exchange for these services, we pay Signal a fee that is calculated as a percentage of the aggregate
market value of the client accounts they service on our behalf. These fees are absorbed within the
advisory fees you pay to MariPau. You do not incur any additional fees when we elect utilize
Signal’s services in administering your account. We do not receive any referral compensation in
exchange for utilizing Signal’s services.
NOTE: Where Independent Managers are engaged to manage a portion of your assets, the amount
of their advisory fees, billing schedule, and payment procedures are set forth in their separate
written disclosure documents, advisory agreements, and/or the account opening documents of the
Custodian. The Independent Manager’s advisory fees are separate and in addition to our advisory
fees and will typically be paid directly to the Independent Manager from your account at the
Custodian. We will adjust our advisory fees as necessary such that the client will never experience
a cumulative asset-based fee exceeding a maximum of 2.00% per year of the market value of the
client’s assets.
NOTE: MariPau may manage investments held within annuities issued by MassMutual Ascend
(“MassMutual”) for clients and be compensated by means of an asset-based advisory fee of up to
1.50% per annum of the value of the annuity account. With respect to annuities issues by
MassMutual, fees are calculated annually and payable quarterly, in advance. These fees may be
MARIPAU WEALTH MANAGEMENT, LLC FORM ADV PART 2A – FIRM BROCHURE
paid by check or other mutually agreed upon payment method. Alternatively, at your option, the
portion of our fees may be debited directly from your annuity account and paid to us by
MassMutual. Our policies with respect to direct deduction of fees from client accounts is set forth
below in this Item 5.
We may manage investments held within annuities issued by other issuers in the future and the
related fee structure and payment terms related to these accounts may vary. To the extent we should
offer these services with respect to annuities issued by other issuers, the fees related to our
management of such annuity sub-accounts shall always be disclosed in advance to the client and
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/5/2026) [Brochure] |
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Item 7 – Types of Clients We typically provide investment advice to individuals, high net worth individuals, corporations and other business entities. Because each client is unique, they must be willing to be involved in the planning and ongoing processes of our management of their assets. Such involvement does not have to be time consuming, however we want our clients to remain informed and have a sense of security about their investments. We do not require any minimum fee or account size to open or maintain an account with our firm. However, certain turn key asset management programs and/or Independent Manager SMA/UMA programs we may recommend to clients may have minimum annual fee requirements or minimum account opening size requirements. Please see the appropriate disclosure brochure and account opening documents for details. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 5.1 | ||
| Apple Inc | 3.8 | ||
| Nvidia Corp | 3.5 | ||
| Amazon Com Inc | 2.7 | ||
| Microsoft Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 996 | 243.0 |
| (b) Individuals (high net worth individuals) | 68 | 120.8 |
| (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 | 3,092 | 363.8 |
| By Discretionary | ||
| Discretionary | 3,073 | 359.1 |
| Non-Discretionary | 19 | 4.7 |
| Total | 3,092 | 363.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.8 | |
| Total | 3,092 | 363.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001890698] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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✚
|
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