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 operates as a limited liability company and is registered with the SEC as an investment adviser since 2017. The firm is described in regulatory snapshots as a capital allocator and a related adviser, and it reports an ownership structure that includes domestic entities and individuals. Its fee model is classified as “other” rather than standard fee-only or commission-only arrangements. The firm is not identified as an active ESG investor, and the snapshot does not flag it as a multi-state adviser. Mariner Wealth holds a variety of industry affiliations: broker‑dealer, other investment adviser relationships, CPO/CTA activity, trust company functions, accounting links, insurance company ties, pension consulting, and roles as sponsor or GP/manager of pooled investment vehicles. The firm was included on the Financial Times’ Top 300 RIA Firms list in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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 15
  • Justin Plate

    Justin Plate

    CFOCRD 4319721

  • Adam Decker

    Independent ContractorCRD 4581403

  • Jeff Burds

    Independent ContractorCRD 5737280

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Contacts

3 of 53
  • Scott Brokke

    Investment Advisor RepresentativeCRD 5276633

  • Christopher McKay

    Christopher McKay

    PartnerCRD 7895864

  • Lisa Wall

    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