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Roy Jason Labaton

Maripau Wealth Management LLC

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About Roy Jason Labaton

Roy Jason Labaton is an investment advisor representative with Maripau Wealth Management LLC. Roy is licensed to provide investment advice in New Jersey. Roy has been in the financial services industry for over 5 years. Prior to joining Maripau Wealth Management LLC, Roy worked at Abrahamsen Financial Group. Roy has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Roy specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Roy Labaton 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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Roy Labaton’s Registration & Firm History

NJ

03/30/2022 - Present

Maripau Wealth Management LLC (Redbank NJ)

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Licenses & Designations

IA

Issued 03/18/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roy Jason Labaton.
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