1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARINER WEALTH ADVISORS

Map pinOVERLAND PARK, KS
Phone9139045700
NotebookSEC #801-79628
Total AUM
$1.1B
Employees
19
Clients
599

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 W. 112 STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
9139045700
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,493
Discretionary
$328.7M
Accounts
1,130
Non-Discretionary
$738M
Accounts
2,363

ContactClients

View more in analytics →

Individual Clients
307
AUM
$108.4M
HNW Individual Clients
245
AUM
$884M
Pension/Profit Sharing Plan Clients
22
AUM
$36.2M
Charitable Organization Clients
7
AUM
$3.7M
Corporation or Business Clients
18
AUM
$34.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSMANHNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.

Feature requires an account