MariPau Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
MariPau Wealth Management reports 1,064 clients. They include 996 individual clients and 68 high-net-worth individuals. Of its assets, 98.7% ($359M across 3,073 accounts) are managed with discretion; $4.71M across 19 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 67% |
| High-net-worth individuals | 6% | 33% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 996 | $243M | 66.8% | $244K |
| High-net-worth individuals | 68 | $121M | 33.2% | $1.78M |
| Total | 1,064 | $364M | 100% | $342K |
- Clients
- 996
- Regulatory AUM
- $243M
- AUM share
- 66.8%
- Avg. per client
- $244K
- Clients
- 68
- Regulatory AUM
- $121M
- AUM share
- 33.2%
- Avg. per client
- $1.78M
Total
- Clients
- 1,064
- Regulatory AUM
- $364M
- AUM share
- 100%
- Avg. per client
- $342K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
MariPau Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annuity Account Management
- Management of MassMutual Ascend annuity investments carries an asset-based advisory fee of up to 1.50% per annum of the annuity account value, payable quarterly in advance.
- Financial Planning and Consulting Services
- Stand-alone financial planning and consulting is a fixed fee of $1,500 to $3,500, invoiced monthly, quarterly, semi-annually or annually in advance or in arrears per the advisory agreement.
Caleb Collier owns 25% to 50% of MariPau Wealth Management. The leadership team of MariPau Wealth Management includes President Caleb Collier, Chief Operating Officer Robert Watson and Chief Compliance Officer Kasey Cook. It has 24 employees, 21 of them in advisory roles.
Leadership
- Caleb CollierVice President; Member
- Jonah CollierVice President; Member
- Benjamin CollierPresident; Member
- Robert WatsonChief Operating Officer
- Kasey CookChief Compliance Officer
Investment adviser representatives
22 representatives listed in the SEC register as of 9 October 2026.
- George Clifford Ambrose III
- William Cory Archibald
- Benjamin Scott Collier
- Caleb K Collier
- Jonah Miles Collier
- Andrew John Craig
- Anthony Perry Desantis
- Jacob Alexander-Adam Fritts
- John Peniel Glynn
- Michael James Hills III
- Roy Jason Labaton
- Eric Michael Langenfeld
- Payton Reid Mattis
- Jonathan Tolbert Melton
- Blake Austin Oliver
- Jerry Homer Purvis Jr
- Lucas Christopher Rhodes
- Jimmy Elton Sloan
- Zachary T Steinhandler
- Thomas Glenn Stricker
- Duncan Aaron Sullivan
- Douglas Gerard Wisentaner
Staff
- 24 employees
- 21 in advisory functions
- 21 state-registered reps
- 20 insurance agents
- Owns 25% to 50% of Maripau Wealth Management LLC
Caleb Collier
Control person · since August 2015
- Owns 25% to 50% of Maripau Wealth Management LLC
Benjamin Collier
Control person · since August 2015
- Owns 25% to 50% of Maripau Wealth Management LLC
Jonah Collier
Control person · since August 2015
MariPau Wealth Management’s regulatory assets grew 3.4× from $106M (July 2021) to $364M (April 2026); clients rose from 375 to 1,064 and employees from 10 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $364M | 1,064 | 24 | 13 |
| July 2025 | $296M | 1,146 | 21 | 12 |
| March 2024 | $235M | 1,322 | 22 | 13 |
| April 2023 | $182M | 710 | 17 | 8 |
| June 2022 | $143M | 601 | 13 | 7 |
| July 2021 | $106M | 375 | 10 | 5 |
Besides its headquarters, MariPau Wealth Management has 12 offices, with 13 listed addresses across 10 states.
Michigan · 4 listed addresses
- 3890 Charlevoix Ave, Petoskey
- 315 East Eisenhower Parkway, Ann Arbor
- 410 E Lake St, Petoskey
- 108 East Main Street, Brighton
Florida · 1 listed address
- 5660 Strand Court, Naples
Georgia · 1 listed address
- 403 Westpark CT, Peachtree City
Illinois · 1 listed address
- 909 Davis Street, Evanston
Indiana · 1 listed address
- 4509 Maplecrest Road, Fort WayneHQ
Kansas · 1 listed address
- 104 W Pottawatomie St, Rossville
Massachusetts · 1 listed address
- 5 Cherry Hill DR, Danvers
New Jersey · 1 listed address
- 65 Mechanic Street, Red Bank
Ohio · 1 listed address
- 4087 Medina Road, Medina
Texas · 1 listed address
- 128 Vision Park BLVD., Shenandoah
Other business names
MariPau Wealth Management has reported 12 other business names to the SEC.
- Abrahamsen Financial Group
- Apex Wealth
- Collier Financial
- Horak Legacy Group
- Jim Sloan & Associates
- Melton & Company
- Myers Capital Advisors
- Oliver Wealth Management
- Revise Wealth Management
- Steinhandler Wealth Advisors
- True Classic Wealth
- Wallon Wealth Management
Contact and registration details
- Legal name
- Maripau Wealth Management LLC
- Headquarters
- 4509 Maplecrest Road, Fort Wayne, IN 46835
- Website
- collierfinancial.com
- Phone
- 260-493-3930
- SEC file
- 801-120262
- Structure
- Indiana LLC
- Fiscal year end
- December
MariPau Wealth Management uses Fidelity ($364M) as custodian for its separately managed accounts. MariPau Wealth Management has custody of $13.4M in client assets for 69 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $364M100%
At year end, MariPau Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $280M across 177 positions; the largest are SPDR Portfolio S&P 500 ETF (9.1%), Pacer Fds TR Swan Sos FD OF (7.4%) and Vanguard Developed Markets Index Fund ETF (5.3%).
What the accounts hold
- Stocks15%
- Funds60%
- Cash12%
- Other13%
- Fee based annuities - approximately 2%. structured notes - approximately 11%.13%
Reported 13F holdings
- $280M
- Reported 13F value
- 177
- Positions
- 40.0%
- In the 10 largest
- +23.3%
- Value vs. prior quarter
- SPDR Portfolio S&P 500 ETF · ST Str P500etf9.1%
- Pacer Fds TR Swan Sos FD OF · Swan Sos FD OF7.4%
- Vanguard Developed Markets Index Fund ETF · Van FTSE Dev Mkt5.3%
- ETF Ser Solutions Aptus Collrd Inv · Aptus Collrd Inv3.8%
- Vanguard Index Funds S&P 500 ETF Usd · S&P 500 ETF Shs2.7%
- Vanguard Index Fds Vanguard Total Stk Mkt ETF · Total Stk Mkt2.6%
- Bny Mellon ETF Trust Core Bond ETF · Core Bond ETF2.6%
- State Street SPDR S&P 500 ETF Units · TR Unit2.4%
- ETF Ser Solutions Aptus Defined · Aptus Defined2.2%
- Invesco Exchange Traded FD TR S&P500 Eql Wgt · S&P500 Eql Wgt2.0%
Together, the ten largest are 40.0% of reported value.
How many clients does MariPau Wealth Management have?
MariPau Wealth Management has 1,064 clients and manages $364 million for them, as of April 2026. They include 996 individual clients and 68 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does MariPau Wealth Management offer?
MariPau Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does MariPau Wealth Management charge?
MariPau Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Which custodians does MariPau Wealth Management use?
MariPau Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $364M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does MariPau Wealth Management have?
MariPau Wealth Management has 21 investment adviser representatives registered with state securities authorities, out of 24 employees, and 21 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 20 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MariPau Wealth Management invest in?
At the end of its last fiscal year, MariPau Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 13% other and 12% cash and equivalents. The 13% other category is described as: Fee Based Annuities - Approximately 2%. Structured Notes - Approximately 11%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MariPau Wealth Management?
MariPau Wealth Management’s direct owners are Caleb Collier, Benjamin Collier and Jonah Collier, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does MariPau Wealth Management get paid?
MariPau Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact MariPau Wealth Management?
MariPau Wealth Management’s main office is at 4509 Maplecrest Road, Fort Wayne, IN 46835. Its phone number is 260-493-3930. Its website is collierfinancial.com.