Peachtree City, GA Office

Team
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MariPau Wealth Management LLC logo

MariPau Wealth Management LLC

Team

Firm-wide stats for MariPau Wealth Management LLC

Total advisors

22

Across 13 offices

Clients per advisor

48 Typical

Avg AUM per client

$341,888 Very Low

HNW client ratio

6% Very Low

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

Expertise

Annuities

Based on MariPau Wealth Management LLC

Location

403 Westpark Ct., Suite 201

Peachtree City GA 30269

Advisors at this office

4

Advisors at this office

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Jerry P

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jerry Purvis is a financial advisor with MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and one year of industry experience. He also works with Melton and Company and has a long-term career at GEICO Insurance Company as an Injury Claims Examiner. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to support its investment strategies.

Annuities
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William A

Series 66

Peachtree City, GA

MariPau Wealth Management LLC

William Archibald is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edelman Financial Engines, Charles Schwab, Aprio Wealth Management, and Taverik Capital. Outside of advisory work, he is listed as a director of a family-run construction business in New Mexico. MariPau Wealth Management provides investment advisory and financial planning services to individuals, corporations, and business entities. The firm manages discretionary portfolios using a range of investment vehicles and offers additional services such as financial planning, consulting, and educational seminars.

Annuities
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Jonathan M

Series 65

Peachtree City, GA

MariPau Wealth Management LLC

Jonathan Melton is a financial advisor at MariPau Wealth Management LLC in Peachtree City, GA, holding a Series 65 designation and with two years of industry experience. He is also president of Melton and Company Risk Management and Financial Services Firm, LLC, where he has provided licensed life insurance and annuity services since 2020. Prior to this, he operated Jmelton Insurance Agency for over two decades. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars primarily for individual and high-net-worth clients. The firm coordinates advice through a network of affiliates and third-party managers, utilizing multiple platforms and technology to support client asset management.

Annuities
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Duncan S

CFP®, Series 63

Peachtree City, GA

MariPau Wealth Management LLC

Duncan Sullivan is a CFP® professional affiliated with MariPau Wealth Management LLC in Peachtree City, GA, with six years of experience in financial services. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked with Youth For Understanding and Clarke County Schools. 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 a network of advisory affiliates and third-party managers, emphasizing custody of client assets at Fidelity and offering specialized platforms for managing employer retirement accounts.

Annuities
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