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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-22-2024
- Office Locations
- 1
Office Locations
About Maplewood Wealth
Maplewood Wealth is a founder-led RIA in the Chicagoland area providing accessible, tailored financial planning for modern professionals and families (e.g., new parents and rising-career clients). Services emphasize ongoing planning plus tax and cash-flow optimization across flexible service tiers. Portfolios are primarily ETF-based and guided by active management and asset allocation, with ESG/SRI preferences supported. Custody is through Charles Schwab.
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Owner & Executives
MATTHEW JAMES BARNARD
Chief Compliance Officer, Owner
- CRD
- #6160900
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,535,349 | -- |
| Total | $3,535,349 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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