$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2019
- Office Locations
- 1
Office Locations
-- Snoqualmie WA
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.
Team overview
53 AVG AGE
$26.2M AVG AUM / ADVISOR
$264.3K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
JONAS LINCOLN MEANS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5120318
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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