MARINER WEALTH ADVISORS-OMAHA, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #109904 SEC #801-60238 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$416.2M
Discretionary
$416.2M
Employees
13
Clients
251
Accounts
993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $416.2M | $416.2M | $0 | 13 | 400 |
| Mar 2017 | $416.2M | $416.2M | $0 | 9 | 400 |
| Nov 2016 | $421.8M | $421.8M | $0 | 11 | 400 |
| Mar 2016 | $421.8M | $421.8M | $0 | 11 | 400 |
| Sep 2015 | $455.5M | $455.5M | $0 | 10 | 500 |
| Mar 2015 | $455.5M | $455.5M | $0 | 10 | 500 |
| Mar 2014 | $455.5M | $455.5M | $0 | 10 | 300 |
| Jun 2013 | $444.3M | $444.3M | $0 | 10 | 500 |
| Mar 2013 | $444.3M | $444.3M | $0 | 10 | 500 |
| Jul 2012 | $297.1M | $297.1M | $0 | 11 | 500 |
| Mar 2012 | $298M | $297.4M | $625.1K | 11 | 500 |
| Mar 2011 | $298.4M | $298.2M | $181.9K | -- | -- |
| Oct 2010 | $220M | $220M | $0 | -- | -- |
| Sep 2009 | $152.9M | $142.9M | $9.9M | -- | -- |
| Mar 2008 | $202.5M | $193.6M | $8.9M | -- | -- |
| Mar 2007 | $171.3M | $155.5M | $15.8M | -- | -- |
| Dec 2006 | $146.1M | $135.1M | $11M | -- | -- |
| Mar 2004 | $97.5M | $90M | $7.5M | -- | -- |
| Mar 2002 | $53.9M | $53.9M | $0 | 5 | -- |
DateSep 2017
Total AUM$416.2M
Discretionary$416.2M
Non-Disc.$0
Employees13
Clients400
DateMar 2017
Total AUM$416.2M
Discretionary$416.2M
Non-Disc.$0
Employees9
Clients400
DateNov 2016
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees11
Clients400
DateSep 2015
Total AUM$455.5M
Discretionary$455.5M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$455.5M
Discretionary$455.5M
Non-Disc.$0
Employees10
Clients500
DateMar 2014
Total AUM$455.5M
Discretionary$455.5M
Non-Disc.$0
Employees10
Clients300
DateJun 2013
Total AUM$444.3M
Discretionary$444.3M
Non-Disc.$0
Employees10
Clients500
DateMar 2013
Total AUM$444.3M
Discretionary$444.3M
Non-Disc.$0
Employees10
Clients500
DateJul 2012
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees11
Clients500
DateMar 2012
Total AUM$298M
Discretionary$297.4M
Non-Disc.$625.1K
Employees11
Clients500
DateMar 2011
Total AUM$298.4M
Discretionary$298.2M
Non-Disc.$181.9K
Employees--
Clients--
DateOct 2010
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$152.9M
Discretionary$142.9M
Non-Disc.$9.9M
Employees--
Clients--
DateMar 2008
Total AUM$202.5M
Discretionary$193.6M
Non-Disc.$8.9M
Employees--
Clients--
DateMar 2007
Total AUM$171.3M
Discretionary$155.5M
Non-Disc.$15.8M
Employees--
Clients--
DateDec 2006
Total AUM$146.1M
Discretionary$135.1M
Non-Disc.$11M
Employees--
Clients--
DateMar 2004
Total AUM$97.5M
Discretionary$90M
Non-Disc.$7.5M
Employees--
Clients--
DateMar 2002
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--