Investment adviser · CRD 171018

MARINER WEALTH ADVISORS

Investment adviser filing (IA)

MARINER WEALTH ADVISORS-MANASQUAN, LLC

OVERLAND PARK, KS, United States · Form ADV filed Jul 27, 2018

Regulatory AUM
$1.07B
Form ADV · Item 5.F
Client accounts
3,493
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals245$883,952,32082.9%
Individuals307$108,357,28310.2%
Retirement plans22$36,246,9213.4%
Corporations & businesses18$34,500,5653.2%
Charities7$3,705,8170.3%
Filing source

Form ADV 1230343 · Jul 27, 2018 · 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 funds

The 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: Jul 27, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

5700 W. 112 STREET, SUITE 500
OVERLAND PARK, KS, 66211, United States

CRD 171018

Filing source

Form ADV 1230343 · Jul 27, 2018 · 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.