Ann Arbor, MI Office
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MariPau Wealth Management LLC
Team
Firm-wide stats for MariPau Wealth Management LLC
About
MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and other business entities. Offerings include discretionary portfolio management (including SMA/UMA arrangements and access to third‑party Independent Managers), stand‑alone and annual retainer financial planning, topical consulting, and educational seminars.
The firm operates as a fiduciary and typically manages accounts on a discretionary, asset‑based basis, constructing portfolios from mutual funds, ETFs, individual securities, structured notes, cash, and model strategies accessed via the Signal/Orion platform. MariPau monitors client objectives and implements rebalancing or manager changes as needed, while custodial and trade execution are generally directed to a recommended custodian (Fidelity).
Distinctive features include a network of Advisory Affiliates whose underlying advisors operate under separate trade names but provide advisory services through MariPau as registered investment adviser representatives, and an affiliation with an insurance agency (Senior Benefits and Planning/Collier Financial) where certain representatives are licensed to sell insurance and may receive commissions. The firm also discloses management of annuity sub‑accounts (including MassMutual Ascend), an educational‑only approach to retirement plan rollovers under DOL guidance, and a policy of directing clients to a specific custodian for custody and execution.
Based on MariPau Wealth Management LLC
Location
315 East Eisenhower Parkway, Suite 303
Ann Arbor MI 48101
Advisors at this office
3
Advisors at this office
Payton M
Series 65
Ann Arbor, MI
MariPau Wealth Management LLC
Payton Mattis is a Series 65-licensed financial advisor with three years of industry experience, currently with MariPau Wealth Management LLC. He has also worked at Collier Financial, where he is a licensed insurance agent planning to begin selling policies related to senior benefits. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of advisory affiliates and maintaining affiliations with an insurance agency.
Caleb C
Series 65
Ann Arbor, MI
MariPau Wealth Management LLC
Caleb Collier is a financial advisor at MariPau Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at Signal Advisors USA, Inc., AE Wealth Management, LLC, and Global Financial Private Capital, LLC. In addition to his advisory work, he serves as Vice President and insurance agent at Senior Benefits and Planning, LLC dba Collier Financial, where he is involved in business operations and insurance sales. MariPau Wealth Management provides tailored investment advisory and portfolio management services along with financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms to support its investment approach and coordinates advice through a network of advisory affiliates.
Lucas R
Series 65
Ann Arbor, MI
MariPau Wealth Management LLC
Lucas Rhodes is a Series 65 licensed advisor at MariPau Wealth Management LLC with one year of industry experience. He has prior work experience at Collier Financial and held various positions outside the financial industry, including roles at All Pro Fitness Things Inc, Western Golf & Country Club, Jets Pizza, and Dominos. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary and typically manages discretionary portfolios using a range of investment vehicles while offering planning, consulting, and educational seminars.
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