Investment adviser · CRD 308146
MANER WEALTH
Investment adviser filing (IA)
MANER WEALTH, LLC
LANSING, MI, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $299M Form ADV · Item 5.F
- Client accounts
- 1,256 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $99,260,925 | 33.1% |
| Individuals | 409 | $95,237,555 | 31.8% |
| Corporations & businesses | 26 | $73,615,663 | 24.6% |
| Government entities | 5 | $22,328,527 | 7.5% |
| Retirement plans | 5 | $7,632,202 | 2.5% |
| Charities | 5 | $1,415,783 | 0.5% |
Filing source
Form ADV 2100439 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2425 E. GRAND RIVER AVE. STE. 1LANSING, MI, 48912, United States
CRD 308146
Filing source
Form ADV 2100439 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.