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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-30-2019
- Office Locations
- 1
Office Locations
About Mariposa Wealth Solutions LLC
Mariposa Wealth Solutions is a Snoqualmie, WA RIA providing personalized financial planning and wealth management for first-time investors, working professionals, retirees, and small business owners. The firm emphasizes goal-based planning, cash flow and risk management, debt and estate strategy, implemented largely through ETF-based portfolios, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 99 clients, or 99 clients per representative. That equates to $264.3K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on May 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Mariposa Wealth Solutions LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONAS LINCOLN MEANS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5120318
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,166,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,166,846 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mariposa Wealth Solutions LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.