Maripau Wealth Management LLC
MARIPAU WEALTH MANAGEMENT LLC is a family-owned and operated investment adviser registered with the SEC, headquartered in Fort Wayne, Indiana. The firm was founded by Ben Collier, Jonah Collier, and Caleb Collier, drawing on strong family values rooted in its namesake. MARIPAU Wealth Management provides independent investment advice and support primarily to individuals and client families, as well as to other investment professionals nationwide. The firm is committed to empowering its clients and industry colleagues through strategic alliances, support tools, and a service-driven philosophy. MARIPAU operates independently with no broker-dealer affiliations or conflicting corporate oversight. It serves through an extensive national network of financial institutions, money managers, law firms, and tax specialists. Its approach emphasizes strong client relationships and personalized strategy.
Investment Strategy
MARIPAU Wealth Management employs a client-focused and holistic investment strategy. The firm delivers customized financial advice with the goal of building retirement confidence and long-term wealth. Its approach integrates a wide network of third-party money managers, legal, and tax specialists, without reliance on broker-dealers or corporate oversight, thereby minimizing conflicts of interest. MARIPAU offers its services both directly to clients and to investment professionals seeking to run independent advisory practices. Investment strategies are tailored to address client goals, priorities, and risk profiles, with an emphasis on comprehensive planning, transparency, and service.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PSFF | PACER FDS TR SWAN SOS FD OF | 8.83% | $17.5M | 574,834 | $24.00 | $30.48 | +$1.1M |
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 7.69% | $15.3M | 208,559 | $60.03 | $72.69 | -$773.1K |
V VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | 4.82% | $9.6M | 166,715 | $46.78 | $57.01 | -$766.5K |
A ACIO | ETF SER SOLUTIONS APTUS COLLRD INV | 3.80% | $7.6M | 181,346 | $39.11 | $41.40 | +$152.1K |
I IBIT | ISHARES BITCOIN TRUST ETF | 3.40% | $6.7M | 109,802 | $46.68 | $61.21 | +$2.4M |