MARINER WEALTH

RIASEC RegisteredEst. 2017
Total AUM
Avg account
$0
Accounts
0
Employees
65
Advisory reps
68

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
289886
Registered since
October 6, 2017
Fee structure
Other

Firm profile

FINTRX

Overview

Mariner Wealth is organized as a limited liability company and is SEC-registered (registration recorded in 2017). The firm functions as a capital allocator and is identified in the snapshot as a related adviser to other entities. Its fee model is listed as "other" rather than a standard AUM or commission-only structure, and it does not identify as an active ESG investor. The firm maintains a broad set of industry affiliations, including roles tied to broker-dealer activity, trust company services, insurance, accounting, and sponsor or managing member positions for pooled investment vehicles. Those affiliations suggest the firm combines advisory and operational capabilities across investment, trust, insurance, and sponsor/GP functions. Mariner Wealth was named to the Financial Times Top 300 RIA Firms list in 2020.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 14
  • JUSTIN PLATE

    CFOCRD 4319721

  • ADAM DECKER

    Independent ContractorCRD 4581403

  • JEFF BURDS

    Independent ContractorCRD 5737280

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Contacts

3 of 54
  • SCOTT BROKKE

    Investment Advisor RepresentativeCRD 5276633

  • Christopher McKay

    PartnerCRD 7895864

  • LISA WALL

    Independent Investment Advisor RepresentativeCRD 2777085

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
5700 W 112th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth