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Jerry Homer Purvis

Maripau Wealth Management LLC

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About Jerry Homer Purvis

Jerry Homer Purvis is a registered investment advisor representative with Maripau Wealth Management LLC. Jerry is licensed to provide financial advice in Georgia. He provides financial planning, educational seminars and portfolio management for individuals. Jerry has worked in the financial services industry for many years and is dedicated to helping individuals achieve their financial goals.

Firm Information

Jerry Purvis is currently registered with Maripau Wealth Management LLC. Maripau Wealth Management LLC is an investment advisor registered with the SEC. Based in FORT WAYNE, IN, they manage $235,008,470 in assets for 1,986 clients. Services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 16 licensed agents, 17 investment adviser representatives, and 17 investment advisory functions. They have a particular focus on high-net-worth individuals, with 30 such clients and $47,977,026 in assets under management.
Maripau Wealth Management LLC

4509 MAPLECREST ROAD

FORT WAYNE, IN 46835

$235.01M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerry Purvis’s Registration & Firm History

IN

10/30/2024 - Present

Maripau Wealth Management LLC (FORT WAYNE IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Homer Purvis.
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