MARINER WEALTH
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 289886
- Registered since
- October 6, 2017
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 14JUSTIN PLATE
CFOCRD 4319721
ADAM DECKER
Independent ContractorCRD 4581403
JEFF BURDS
Independent ContractorCRD 5737280
Contacts
3 of 54SCOTT BROKKE
Investment Advisor RepresentativeCRD 5276633
Christopher McKay
PartnerCRD 7895864
LISA WALL
Independent Investment Advisor RepresentativeCRD 2777085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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