Mariposa Wealth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,166,846
Clients
49
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$534,017
About
Mariposa Wealth Solutions provides discretionary investment management and a broad range of financial planning and consulting services to individuals and high-net-worth clients, and it also accepts engagements with charitable organizations. In addition to portfolio management and written planning (covering topics from retirement and Social Security to business exit and legacy planning), the firm runs public seminars and workshops that are educational in nature and offered at no charge.
The firm’s investment process combines fundamental and technical analysis with tailored asset allocation, ongoing portfolio monitoring, and periodic rebalancing; it also conducts quarterly account reviews and considers tax-loss harvesting and retirement-plan fiduciary obligations when applicable. MWS generally manages accounts on a discretionary basis and documents client goals, time horizons, and risk tolerances to guide investment selection and trading decisions.
What distinguishes Mariposa in its peer group is the explicit focus on charitable gift planning and the acceptance of charitable organization clients, a service mix that is relatively uncommon among similar independent advisers. The brochure also discloses participation in an institutional custody program with Charles Schwab & Co., which provides the firm access to institutional trading, research and back-office services and the attendant economic benefits that can accompany such arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Tax preparation
Expertise
Business exit / sale strategy
Charitable giving & philanthropy
Divorce financial planning
Cash flow / budgeting
Medicare planning
Fee options
Financial planning and consulting charged at a flat annual fee of $2,500; $10,000 annual flat fee for asset management on accounts over $1,000,000
$0 - $999,999: 1% annually $1,000,000+: $10,000 flat fee annually
Account minimum: $250,000 (may be lowered or waived in certain instances) Minimum fee: $10,000 per year flat fee for accounts over $1,000,000 Fee-only: Financial planning and consulting charged at a flat annual fee of $2,500
Main office location
Mariposa Wealth Solutions LLC
Snoqualmie WA, United States
Number of offices
1
Most active in
Mariposa Wealth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")