Maripau Wealth Management LLC

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Maripau Wealth Management LLC
CRD #311934
SEC #801-120262
CIK #0001890698
AUM 363.8 M (2026-04-24)
Employees 24 (88% Investors, 0% Brokers)
Fees
Minimum
Phone260-493-3930
Address4509 Maplecrest Road
Fort Wayne, IN 46835
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608002010201520212027
Fees and Compensation — Form ADV Part 2A (3/5/2026) [Brochure]
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]
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 ($M)
2502001501005002020202220242027
AUM Breakdown Accounts AUM ($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)
ServesInstitutional, Retail, Research
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