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MARINER WEALTH
OVERLAND PARK, KS
913-904-5700
SEC #801-66632Total AUM
$125.4B
Employees
1,889Clients
55,512Firm 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 TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
913-904-5700
Other Offices
130
Financials
Total AUM
$125.4B
Accounts
186,791Discretionary
$123.2B
Accounts
184,275Non-Discretionary
$2.2B
Accounts
2,516
Clients
Individual Clients
32,261AUM
$10.7B
HNW Individual Clients
22,322AUM
$104.9B
Banking Clients
56AUM
$4B
Pooled Vehicle Clients
2AUM
$9.2M
Pension/Profit Sharing Plan Clients
458AUM
$3.8B
Charitable Organization Clients
145AUM
$683.8M
Government Entity Clients
1AUM
$13.2M
Investment Advisor Clients
6AUM
$205.2M
Insurance Company Clients
4AUM
$273M
Corporation or Business Clients
257AUM
$879.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 38 other businesses.