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MARIPAU WEALTH MANAGEMENT LLC

FORT WAYNE, IN · CRD 311934 · IAPD ↗ · 260-493-3930

$363.8MRegulatory AUM
21Advisory reps
24Employees
0Clients
1-10Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — MARIPAU WEALTH MANAGEMENT LLC notice-filed in AZ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MARIPAU WEALTH MANAGEMENT LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — MARIPAU WEALTH MANAGEMENT LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — MARIPAU WEALTH MANAGEMENT LLC notice-filed in NC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — MARIPAU WEALTH MANAGEMENT LLC reported RAUM up 26% ($235.0M -> $296.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — MARIPAU WEALTH MANAGEMENT LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — MARIPAU WEALTH MANAGEMENT LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — MARIPAU WEALTH MANAGEMENT LLC added office(s): 7 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — MARIPAU WEALTH MANAGEMENT LLC reported RAUM up 29% ($181.5M -> $235.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — MARIPAU WEALTH MANAGEMENT LLC grew from 11 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.