Investment adviser · CRD 207512
MARINER WEALTH ADVISORS
Investment adviser filing (IA)
MARINER WEALTH ADVISORS-ST. LOUIS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Mar 29, 2018
- Regulatory AUM
- $615M Form ADV · Item 5.F
- Client accounts
- 1,694 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 8 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 | 186 | $430,920,880 | 70.0% |
| Individuals | 295 | $125,614,068 | 20.4% |
| Corporations & businesses | Fewer than 5 | $36,641,427 | 6.0% |
| Charities | Fewer than 5 | $14,996,309 | 2.4% |
| Retirement plans | 6 | $7,318,145 | 1.2% |
Filing source
Form ADV 1189803 · Mar 29, 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 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: Mar 29, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5700 W. 112 STREET, SUITE 500OVERLAND PARK, KS, 66211, United States
CRD 207512
Filing source
Form ADV 1189803 · Mar 29, 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.