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MARINER WEALTH ADVISORS
OVERLAND PARK, KS
9139045700
SEC #801-94169Total AUM
$615.5M
Employees
14Clients
489Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5700 W. 112 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
9139045700
Other Offices
1
Financials
Total AUM
$615.5M
Accounts
1,694Discretionary
$615.4M
Accounts
1,693Non-Discretionary
$132.7K
Accounts
1
Clients
Individual Clients
295AUM
$125.6M
HNW Individual Clients
186AUM
$430.9M
Pension/Profit Sharing Plan Clients
6AUM
$7.3M
Charitable Organization Clients
1AUM
$15M
Corporation or Business Clients
1AUM
$36.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARCACODCFLILKSLAMONYTXWA
Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.