Anthony P. Desantis

MARIPAU WEALTH MANAGEMENT LLC

Sarasota, FL

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CRD#: 5473308

Professional summary

Anthony Perry Desantis, who also goes by Tony De Santis, Tony Desantis, is a registered financial advisor currently at MARIPAU WEALTH MANAGEMENT LLC located in Sarasota, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anthony has worked at 5 firms and has passed the Series 65, Series 66, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony De Santis | Tony Desantis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) THE DIRECT EFFECT; NOT INVESTMENT RELATED; 6201 Saddle Oak Trail, Sarasota, FL 34241; INSURANCE SALES; INSURANCE BROKER; START DATE 03/2020; APPROX 130 HRS/MONTH; APPROX 130 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Perry Desantis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 21, 2023 - Present

MARIPAU WEALTH MANAGEMENT LLC

RIA

CRD#: 311934

Sarasota, FL

Past

May 2, 2022 - June 15, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

NAPLES, FL

Past

December 9, 2020 - April 19, 2022

KINETIC INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 283034

DENVER, CO

Past

October 16, 2020 - December 9, 2020

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Denver, CO

Past

February 14, 2008 - March 6, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

NEWPORT BEACH, CA

Past

January 25, 2008 - March 6, 2009

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

NEWPORT BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIPAU WEALTH MANAGEMENT LLC

CRD#: 311934 / SEC#: 801-120262

RIA

Registered Investment Advisory firm - (2/3/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 9/23/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/24/2008

General Securities Representative Examination

Current Firm

MARIPAU WEALTH MANAGEMENT LLC

CRD#: 311934 / SEC#: 801-120262

RIA

Registered Investment Advisory firm - (2/3/2021 Approved)

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Contact information

Main Address

4509 Maplecrest Road, Fort Wayne, IN 46835

Mailing Address

Phone number

(260) 493-3930

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 2025 (3/6/2025)

Regulatory assets under management

Total Number of Accounts	2,398
AUM (Assets Under Management)	$ 296,116,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Anthony P. Desantis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Perry Desantis's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

KINETIC INVESTMENT MANAGEMENT, INC.

AE WEALTH MANAGEMENT, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MARIPAU WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2020

Series 66

Date: 1/31/2008

Series 3

Date: 9/23/2013

Series 7

Date: 1/24/2008

Current Firm

MARIPAU WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIPAU WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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