MARIPAU WEALTH MANAGEMENT LLC

CRD

311934

SEC file #

801-120262

EIN

474722716

DBA names

—

Economics

AUM

$363.8M

AUM band

$100M-$500M

AUM trajectory

'22 · $106.0M

'23 · $142.8M

'25 · $296.1M

'26 · $363.8M

'22'26

$106.0M → $363.8M▲ +243%

sec adv history

Client mix

Individuals Other	996
Individuals High Net Worth	68

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 8 advisors

'23 · 10 advisors

'25 · 18 advisors

'26 · 21 advisors

'22'26

8 advisors → 21 advisors▲ +163%

sec adv history

Primary office

FORT WAYNE IN

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/24/2026

facebook.com/collierfinancial(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COLLIER, BENJAMIN, SCOTT

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

COLLIER, BENJAMIN, SCOTT

COLLIER, CALEB, K

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:maripau.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001890698

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-02-11

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001890698-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2119

Soi Zip Pct 200k Plus

0.0409

Soi Zip Returns 200k Plus

760

Soi Zip Total AGI

1,371,234

Fdic Zip Total Deposits

5,230,316,000

Fdic Zip Branch Count

153

Fdic Zip Top Banks

Lake City Bank

PNC Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	5
E*trade	4

adv brochure

Edgar Addresses

Mailing

4509 MAPLECREST ROADFORT WAYNE, IN 46835

Business

4509 MAPLECREST ROADFORT WAYNE, IN 46835

Edgar EIN

474722716

Edgar Recent Filings

13F-HR2026-05-15 · 0001890698-26-000002

13F-HR2026-02-17 · 0001890698-26-000001

Fdic Zip Branches Raw

Norwest Bank Indiana, National AssociationFort Wayne, IN

Home Loan Bank, SBFort Wayne, IN

Fdic Zip HHI

1977.61

Fdic Zip Top Bank Share Pct

37.8

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	56,603
Returns	4,740

Stub 2

AGI	168,390
Returns	4,510

Stub 3

AGI	195,869
Returns	3,190

Soi Zip Total Business Income

29,802

Soi Zip Total Cap Gains

45,985

Soi Zip Total Dividends

23,841

Soi Zip Total Returns

18,590

Top Owner CRD

6586960

Trust Company Affiliate