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MariPau Wealth Management LLC

Updated today

Client assets under management

$363,768,300

Clients

1,064

6% high-net-worth

Advisors

22

of 24 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

48

Low

Average account size

$341,888

About

MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and other business entities. Offerings include discretionary portfolio management (including SMA/UMA arrangements and access to third‑party Independent Managers), stand‑alone and annual retainer financial planning, topical consulting, and educational seminars.

The firm operates as a fiduciary and typically manages accounts on a discretionary, asset‑based basis, constructing portfolios from mutual funds, ETFs, individual securities, structured notes, cash, and model strategies accessed via the Signal/Orion platform. MariPau monitors client objectives and implements rebalancing or manager changes as needed, while custodial and trade execution are generally directed to a recommended custodian (Fidelity).

Distinctive features include a network of Advisory Affiliates whose underlying advisors operate under separate trade names but provide advisory services through MariPau as registered investment adviser representatives, and an affiliation with an insurance agency (Senior Benefits and Planning/Collier Financial) where certain representatives are licensed to sell insurance and may receive commissions. The firm also discloses management of annuity sub‑accounts (including MassMutual Ascend), an educational‑only approach to retirement plan rollovers under DOL guidance, and a policy of directing clients to a specific custodian for custody and execution.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities

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Fee options

Other

Fee-only: Fixed fees for financial planning and consulting services ranging from $1,500-$3,500

Main office location

MariPau Wealth Management LLC

4509 Maplecrest Road

Fort Wayne IN 46835, United States

Number of offices

13

Most active in

Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kansas · Massachusetts · Michigan · New Hampshire · New Jersey · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas W

Series 65

Danvers, MA

MariPau Wealth Management LLC

Douglas Wisentaner is a financial advisor with MariPau Wealth Management LLC in Providence, RI. He holds a Series 65 credential and has experience in the industry since 2025. Prior to joining MariPau, he worked at Strategies For Wealth Management and Knights of Columbus Insurance. In addition to his advisory role, he is also an insurance agent with Apex Wealth, focusing on life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and portfolio management services for individual and high-net-worth clients, incorporating third-party managers and model portfolios. The firm emphasizes education in retirement planning and utilizes technology platforms to manage client assets while maintaining custody requirements.

Annuities
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John G

Series 65

Rossville, KS

MariPau Wealth Management LLC

John Glynn is a financial advisor with MariPau Wealth Management LLC in Rossville, KS, holding a Series 65 credential and two years of industry experience. He has worked at Horak Legacy Group and MariPau Wealth Management since 2023. Outside of advising, he is an equal partner in 4Geez LLC, a real estate investment company. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to deliver customized investment solutions.

Annuities
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Jonah C

Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Jonah Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at MariPau since 2021, following roles at AE Wealth Management and Global Financial Private Capital. Collier also serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, a business involved in insurance sales and services since 1998. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm integrates advice through a network of affiliates and uses third-party managers and model portfolios, emphasizing technology-driven portfolio oversight and a coordinated approach to client assets.

Annuities
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Jerry P

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Annuities
user avatar

Blake O

Series 65

Brighton, MI

MariPau Wealth Management LLC

Blake Oliver is a financial advisor at MariPau Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has previously been self-employed and worked at Comcast. Oliver also owns Oliver Wealth Management LLC, where he is involved in life, health, and annuity sales. MariPau Wealth Management LLC provides tailored investment advisory, portfolio management, and financial planning services to individual and high-net-worth clients. The firm utilizes third-party independent managers, model portfolios, and technology platforms to support its advisory services.

Annuities
user avatar

William A

Series 66

Peachtree City, GA

MariPau Wealth Management LLC

William Archibald is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Aprio Wealth Management, Edelman Financial Engines, and Charles Schwab. Outside of finance, he is listed as a director of a family-run construction business. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services to individual and high-net-worth clients. The firm utilizes a network of advisory affiliates and third-party managers, offers educational seminars, and employs various technology platforms to manage client assets.

Annuities
user avatar

George A

Series 63, Series 65

Danvers, MA

MariPau Wealth Management LLC

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Annuities
user avatar

Roy L

Series 65

Redbank, NJ

MariPau Wealth Management LLC

Roy Labaton is a financial advisor at MariPau Wealth Management LLC with a Series 65 credential and three years of industry experience. He has worked at MariPau Wealth Management since 2022 and concurrently at Abrahamsen Financial Group since 2017. Outside of his advisory roles, he was involved in the audio industry, working at Man Made Music and the Institute of Audio Research. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes third-party independent managers and model portfolios and incorporates technology platforms like Signal Advisors Wealth and Pontera to manage client assets.

Annuities
user avatar

Benjamin C

Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Benjamin Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Collier is also president of Senior Benefits and Planning, LLC dba Collier Financial, where he manages insurance sales and business operations. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party independent managers and technology platforms to deliver its services and generally requires clients to custody assets at Fidelity.

Annuities
user avatar

Payton M

Series 65

Ann Arbor, MI

MariPau Wealth Management LLC

Payton Mattis is a financial advisor at MariPau Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Collier Financial and MariPau Wealth Management since 2016, with a brief employment gap from 2018 to 2020. Mattis is a licensed insurance agent and plans to engage in insurance sales through Senior Benefits and Planning LLC. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms while coordinating advice through a network of advisory affiliates.

Annuities
user avatar

Jimmy S

Series 63, Series 65

Shenandoah, TX

MariPau Wealth Management LLC

Jimmy Sloan is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Foundations Investment Advisors LLC and AE Wealth Management, LLC. Sloan also owns and operates Jim Sloan & Associates, LLC, which is involved in insurance sales. MariPau Wealth Management provides tailored investment advisory, portfolio management, financial planning, and educational services to individual and high-net-worth clients. The firm employs a network of advisory affiliates and uses third-party managers and technology platforms to support its investment approach.

Annuities
user avatar

Jonathan M

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jonathan Melton is a financial advisor at MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and with two years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has provided licensed life insurance and annuity services since 2020. Prior to this, he operated Jmelton Insurance Agency for over two decades. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm coordinates advice through a network of affiliates and third-party managers, utilizing multiple platforms and technology to support client asset management.

Annuities
user avatar

Michael F

Series 63, Series 65

Marlton, NJ

MariPau Wealth Management LLC

Michael Fox is a financial advisor at MariPau Wealth Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Chelsea Financial, Woodbury Financial Services, and Questar Asset Management. Outside of his advisory role, he operates Michael Fox Coaching, a mindset coaching practice for financial advisors and insurance executives. MariPau Wealth Management provides tailored investment advisory and portfolio management services, along with financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, utilizing various platforms and strategies to manage client assets.

Annuities
user avatar

Thomas S

ChFC®, Series 65

Fort Wayne, IN

MariPau Wealth Management LLC

Thomas Stricker is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining MariPau in 2021, he worked at AE Wealth Management and Global Financial Private Capital. He is also involved with Senior Benefits and Planning LLC, doing insurance sales through Collier Financial. MariPau Wealth Management provides tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, utilizes platforms like Signal Advisors Wealth and Pontera, and emphasizes custodial relationships with Fidelity.

Annuities
user avatar

Andrew C

Series 65

Petoskey, MI

MariPau Wealth Management LLC

Andrew Craig is a financial advisor at MariPau Wealth Management LLC in Petoskey, MI, holding a Series 65 credential with two years of industry experience. Prior to joining MariPau and Walloon Wealth Management, he has been a member-manager and 50% owner of Escape Games LI LLC, a physical escape room business, since 2018. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, integrating technology platforms for comprehensive portfolio oversight.

Annuities
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