Advisor at MariPau Wealth Management LLC
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Firm
MariPau Wealth Management LLC
Location
Ann Arbor, MI 48108
Credentials
Series 65
Industry experience
2 years
Payton Mattis is a financial advisor at MariPau Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Collier Financial and MariPau Wealth Management since 2016, with a brief employment gap from 2018 to 2020. Mattis is a licensed insurance agent and plans to engage in insurance sales through Senior Benefits and Planning LLC. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm utilizes third-party managers, model portfolios, and technology platforms while coordinating advice through a network of advisory affiliates.
Based on MariPau Wealth Management LLC
Fee-only: Fixed fees for financial planning and consulting services ranging from $1,500-$3,500
315 E Eisenhower Pkwy, Suite 303
Ann Arbor, MI 48108
Michigan
MariPau Wealth Management
2023 - Present (3 years)
Collier Financial
2020 - Present (6 years)
Unemployed
2018 - 2020 (2 years)
Collier Financial
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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