$363.8M Total AUM
$359.1M Disc. AUM
31.5% 3Y CAGR
24 Employees
1,064 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- ElementAlpha +more
- Established Date
- 12-01-2020
- Office Locations
- 13
Office Locations
104 W Pottawatomie ST Rossville KS
128 Vision Park Blvd. Ste. 220 Shenandoah TX
315 East Eisenhower Parkway Suite 303 ANN Arbor MI
About Maripau Wealth Management LLC
Collier Financial is an independent, family-owned financial advice firm founded in 1990, serving individuals and professionals with retirement planning, goal-based investment strategy, and insurance planning. The team operates under a fiduciary standard and is not captive to a broker-dealer, focusing on building long-term life and retirement strategies. Based in Fort Wayne, IN and Ann Arbor, MI.
Team overview
41 AVG AGE
$17.3M AVG AUM / ADVISOR
$341.9K AVG AUM / CLIENT
3 yrs AVG TENURE
24 Employees
21 Advisory Reps
21 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Fusion bridge Ember momentum
Client Personas
Fusion
Custodian
Momentum Peak Vector alpha Summit
Investment Themes
Quantum vertex Peak matrix Ember
Investment Vehicles
Momentum Frontier signal
Platform
Beacon Crest prime
Services
Optima glacier Crest Peak matrix Capital Fusion Delta Crest Timber oak Beacon Frontier
Technology
Ridge wave Foundation North quantum Value momentum Prime ember
Owner & Executives
B
BENJAMIN SCOTT COLLIER
President
- CRD
- #6586960
- Ownership
- 25% but less than 50%
(209) 710-3432
ridge.vital@bridgecapital.com
in linkedin.com/in/insight-fusion
C
CALEB K COLLIER
Vice President
- CRD
- #6518566
- Ownership
- 25% but less than 50%
(807) 225-4421
vector.optima@horizoncapital.com
in linkedin.com/in/horizon-legacy
W
Wave optima
Wave eagle harbor
- CRD
- #20692
- Ownership
- 27.1%
(573) 290-9875
optima.optima@catalystcapital.com
in linkedin.com/in/summit-peak
Showing 2 of 5 owners & executives
Unlock allContacts
G
George Clifford Ambrose III
Operations Manager
- CRD
- #4837949
(776) 265-6195
unison.prime@beaconcapital.com
in linkedin.com/in/beacon-vertex
W
WILLIAM CORY ARCHIBALD
--
- CRD
- #5272767
(374) 266-2562
beacon.matrix@peakcapital.com
in linkedin.com/in/pioneer-pioneer
C
Capital atlas
North delta prime
- CRD
- #56140
(245) 654-3666
atlas.alpha@summitcapital.com
in linkedin.com/in/vital-timber
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,062,897 | $116,844 |
| Non-Discretionary | $4,705,403 | $247,653 |
| Total | $363,768,300 | $117,648 |
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Separately Managed Accounts
Total SMA Asset: $363,768,300
Public Funds:
27.5% Equity - Exchange:
28.8% Other:
15.8% Cash:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $373,869,535 | 27.5% |
| Equity - Exchange | $391,543,368 | 28.8% |
| Other | $214,805,042 | 15.8% |
| Cash | $379,307,637 | 27.9% |
| Total | $1,359,525,582 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS LEGACY | EAGLE FOUNDATION | 0WUOZRI4R | UMW | 1.70% | $35,503,307 |
| PEAK QUANTUM BEACON | LEGACY VITAL | TDY5QKW6F | PCHPY | 6.03% | $28,595,370 |
| RADIAL PIONEER | WAVE MATRIX | DKGZGZ2UE | GZS | 3.28% | $110,880,591 |
| UNISON HARBOR SUMMIT | BRIDGE RADIAL | KDYNCIQ2Z | TRJOJ | 10.81% | $52,511,304 |
| PRIME HARBOR | GLACIER HORIZON | 5Q0BEM19S | NJP | 4.18% | $97,753,115 |
| EAGLE VALUE PRIME | MERIDIAN INSIGHT | P0BUJS1Q9 | LNTE | 2.93% | $83,630,906 |
| GLACIER ATLAS MOMENTUM | EAGLE PIONEER | 510Z8NWEY | TJHLB | 3.88% | $32,346,373 |
| EAGLE FOCUS HARBOR | TIMBER MATRIX | U5LD5TCT2 | LGVL | 0.93% | $88,981,374 |