Investment adviser · CRD 165759

MARINER WEALTH ADVISORS

Investment adviser filing (IA)

MARINER WEALTH ADVISORS-CINCINNATI, LLC

CINCINNATI, OH, United States · Form ADV filed Jul 23, 2018

Regulatory AUM
$2.81B
Form ADV · Item 5.F
Client accounts
3,402
Accounts, not individual clients
Employees
37
Reported in this filing
Advisory professionals
23
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 individuals647$2,369,575,29384.4%
Individuals403$196,674,8987.0%
Corporations & businesses22$170,566,5006.1%
Retirement plans9$57,497,5062.0%
Charities7$13,657,0340.5%
Filing source

Form ADV 1230160 · Jul 23, 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 23, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

312 WALNUT STREET, SUITE 2300
CINCINNATI, OH, 45202, United States

CRD 165759

Filing source

Form ADV 1230160 · Jul 23, 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.