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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MariPau Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MariPau Wealth Management charge?","answer":"MariPau Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - 2026, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MariPau Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MariPau Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MariPau Wealth Management invest in?","answer":"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%.  \nStructured Notes - Approximately 11%.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MariPau Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MariPau Wealth Management get paid?","answer":"MariPau Wealth Management is paid through a percentage of assets under management and fixed fees. 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