Jerry Homer Purvis
Investment adviser representative at Maripau Wealth Management LLC
28 yearsExperience
1 stateRegistered in
$363.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Maripau Wealth Management LLCOct 2024 to now
- Melton and CompanyApr 2022 to now
- Geico Insurance CompanyJun 1998 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Maripau Wealth Management LLC
$363.8MAssets managed
1,064Clients
22Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8000613
- Firm CRD
- 311934