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Robert Lee Watson

MARIPAU WEALTH MANAGEMENT LLC·FORT WAYNE, Indiana
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4509 MAPLECREST ROAD, FORT WAYNE, IN 46835CRD# 7324694Firm CRD# 311934
01

About

Robert Lee Watson is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with MARIPAU WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MARIPAU WEALTH MANAGEMENT LLC
MARIPAU WEALTH MANAGEMENT LLC
AUM
$235M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at MARIPAU WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7324694
Firm CRD# 311934
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lee Watson offer?
Robert Lee Watson specializes in Financial Planning, Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Robert Lee Watson's credentials?
Robert Lee Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Watson located?
Robert Lee Watson is based in FORT WAYNE, Indiana, working with MARIPAU WEALTH MANAGEMENT LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Robert Lee Watson charge for services?
Robert Lee Watson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIPAU WEALTH MANAGEMENT LLC?
MARIPAU WEALTH MANAGEMENT LLC has approximately 22 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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