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MARINER WEALTH ADVISORS
OVERLAND PARK, KS
913-904-5700
SEC #801-80790Total AUM
$1.4B
Employees
24Clients
4,622Firm 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
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
913-904-5700
Other Offices
2
Financials
Total AUM
$1.4B
Accounts
7,916Discretionary
$1.3B
Accounts
7,806Non-Discretionary
$43.9M
Accounts
110
Clients
Individual Clients
4,244AUM
$645.3M
HNW Individual Clients
277AUM
$701.3M
Pension/Profit Sharing Plan Clients
69AUM
$28.9M
Charitable Organization Clients
20AUM
$3.9M
Corporation or Business Clients
12AUM
$5.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAHIIAILKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 24 other businesses.