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MARINER WEALTH ADVISORS
OVERLAND PARK, KS
913-904-5700
SEC #801-51988Total AUM
$2.4B
Employees
28Clients
634Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5700 W. 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
913-904-5700
Other Offices
3
Financials
Total AUM
$2.4B
Accounts
2,072Discretionary
$1.3B
Accounts
2,062Non-Discretionary
$1.1B
Accounts
10
Clients
Individual Clients
311AUM
$110.5M
HNW Individual Clients
254AUM
$898.9M
Pension/Profit Sharing Plan Clients
12AUM
$1.2B
Charitable Organization Clients
16AUM
$44.4M
Corporation or Business Clients
41AUM
$82.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
FAMILY OFFICE SERVICES, DIVORCE CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARCACODCFLKSMONCNMOKTX
Affiliates
Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 22 other businesses.