William Cory Archibald

Employer firm

Maripau Wealth Management LLC CRD 311934

$364M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 08/2019
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 02/2013 → 08/2019
  Charles Schwab Bank
  Atlanta, GA
• 09/2019 → 01/2023
  Edelman Financial Engines
  Atlanta, GA
• 11/2023 → 11/2025
  Aprio Wealth Management, Llc
  Atlanta, GA
• 03/2026 → Present
  Maripau Wealth Management Llc
  Fort Wayne, IN
• 02/2026 → Present
  Melton And Company
  Peachtree, GA
• 02/2023 → 11/2023
  Taverik Capital. Llc
  Greenville, SC

Previous Registrations

• 2023-12-06 → 2025-11-14
  Aprio Wealth Management, Llc
  Atlanta, GA
• 2023-03-23 → 2023-11-21
  Taverik Capital, Llc
  Greenville, SC
  Fayetteville, GA
• 2019-09-23 → 2023-02-15
  Edelman Financial Engines
  Atlanta, GA
  Atlanta, GA
• 2013-03-06 → 2019-08-29
  Charles Schwab & Co., Inc.
  Tucson, AZ
  Atlanta, GA
  Sandy Springs, GA
• 2010-05-25 → 2013-02-20
  Usaa Financial Planning Services
  Phoenix, AZ
• 2007-05-11 → 2010-04-09
  Edward Jones
  St Louis, MO
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1) Melton and Company - 403 Westpark Ct. Suite 201, Peachtree City, GA 30269. Investment related. Start date - February 2026. Insurance Agent. 20 hours per week spent on this activity, most during securities trading hours. Life insurance and fixed annuities sales. 2) Archibald Companies LLC - Member/Owner - single member LLC established December of 2025 for tax purposes only. Not investment related. No hours spent on this activity. I have no daily or ongoing duties.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-09

Other Names

• Cory Archibald
• William C Archibald