other names
  • MARIPAU WEALTH MANAGEMENT LLC
  • COLLIER FINANCIAL
  • STEINHANDLER WEALTH ADVISORS
  • RUTKOWSKI FINANCIAL
  • PARCO WEALTH MANAGEMENT
  • JIM SLOAN & ASSOCIATES
  • FINANCIAL CONVERGENCE
  • ABRAHAMSEN WEALTH MANAGEMENT
  • RCS WEALTH MANAGEMENT
  • TRUE CLASSIC WEALTH
  • LIBERTY ADVISORY GROUP
  • HORAK LEGACY GROUP
  • DREAM BUILDERS FINANCIAL SERVICES
  • APEX WEALTH
  • ABRAHAMSEN FINANCIAL GROUP
  • MELTON & COMPANY
  • CONVERGENCE WEALTH PARTNERS
  • WALLON WEALTH MANAGEMENT
  • REVISE WEALTH MANAGEMENT
  • OLIVER WEALTH MANAGEMENT
  • MYERS CAPITAL ADVISORS

Adviser Profile

As of Date 03/05/2026
ADV Location FORT WAYNE, IN, United States
Adviser Type - Large advisory firm
Number of Employees 24 9%
of those in investment advisory functions 21 24%
Registration SEC, Approved, 02/03/2021
AUM* 363,768,300 55%
of that, discretionary 359,062,897 56%
Private Fund GAV* 0
Avg Account Size 117,648 -1%
% High Net Worth 6.39% 182%
SMA’s No
Private Funds 0
Contact Info 260 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

179M 154M 128M 102M 77M 51M 26M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary