MARINER INSTITUTIONAL, LLC

CRD #111964 SEC #801-58253 WINTER PARK, FL 844-442-6326

SEC Registered

Total AUM

$2.5B

Discretionary

$2.5B

Employees

113

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 7

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS)	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS)	NA	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS)	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, CHERYL, RENEE	I	CHIEF OPERATING OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BICKNELL, MARTIN, CHRISTOPHER	I	CHIEF EXECUTIVE OFFICER	NA	Control
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BOSTLER, MICHAEL, RALPH	I	MIDWEST REGIONAL PRESIDENT	NA
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BRIGNONI, RACHEL, DAWN	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
BROWN, TROY, ERIC	I	DIRECTOR OF CONSULTING	NA	Control
BROWN, TROY, ERIC	I	DIRECTOR OF CONSULTING	NA	Control
BROWN, TROY, ERIC	I	DIRECTOR OF CONSULTING	NA	Control
BROWN, TROY, ERIC	I	DIRECTOR OF CONSULTING	NA	Control
BROWN, TROY, ERIC	I	DIRECTOR OF CONSULTING	NA	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS)	NA	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS)	NA	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS)	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DECONCINI, MATTHEW, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
DORIAN, ANNE, JENELLE	I	GENERAL COUNSEL	NA	Control
GORDON, STEVEN, ELLIOTT	I	DIRECTOR OF RETIREMENT SOLUTIONS	NA	Control
GORDON, STEVEN, ELLIOTT	I	DIRECTOR OF RETIREMENT SOLUTIONS	NA	Control
GORDON, STEVEN, ELLIOTT	I	DIRECTOR OF RETIREMENT SOLUTIONS	NA	Control
GORDON, STEVEN, ELLIOTT	I	DIRECTOR OF RETIREMENT SOLUTIONS	NA	Control
GORDON, STEVEN, ELLIOTT	I	DIRECTOR OF RETIREMENT SOLUTIONS	NA	Control
GORDON, STEVEN, ELLIOTT	I	MEMBER (CLASS C UNITS)	NA	Control
GORDON, STEVEN, ELLIOTT	I	MEMBER (CLASS C UNITS)	NA	Control
GORDON, STEVEN, ELLIOTT	I	MEMBER (CLASS C UNITS)	NA	Control
LANSING, STEPHEN, JOHN	I	DIVISION PRESIDENT - SENTINEL FIDUCIARY SERVICES, LLC	NA
LANSING, STEPHEN, JOHN	I	DIVISION PRESIDENT - SENTINEL FIDUCIARY SERVICES, LLC	NA
LANSING, STEPHEN, JOHN	I	DIVISION PRESIDENT - SENTINEL FIDUCIARY SERVICES, LLC	NA
LANSING, STEPHEN, JOHN	I	DIVISION PRESIDENT - SENTINEL FIDUCIARY SERVICES, LLC	NA
LANSING, STEPHEN, JOHN	I	DIVISION PRESIDENT - SENTINEL FIDUCIARY SERVICES, LLC	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	MEMBER - DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	MEMBER - DIRECTOR OF RESEARCH	NA
LITTLE, ROBERT, WINFIELD	I	MEMBER - DIRECTOR OF RESEARCH	NA
POE, JEFFREY, ALLEN	I	CHIEF FINANCIAL OFFICER	NA	Control
POE, JEFFREY, ALLEN	I	CHIEF FINANCIAL OFFICER	NA	Control
POE, JEFFREY, ALLEN	I	CHIEF FINANCIAL OFFICER	NA	Control
POE, JEFFREY, ALLEN	I	CHIEF FINANCIAL OFFICER	NA	Control
POE, JEFFREY, ALLEN	I	CHIEF FINANCIAL OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
POINTER, KENNY	I	CHIEF SERVICES OFFICER	NA	Control
Poe, Jeffrey, Allen	I	CHIEF FINANCIAL OFFICER	NA	Control
Ray, David, Anthony	I	EXECUTIVE DIRECTOR	NA	Control
Ray, David, Anthony	I	EXECUTIVE DIRECTOR OF CLIENT SOLUTIONS	NA	Control
Runion, Stacie, Lynn	I	CHIEF HUMAN RESOURCES OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	DEPUTY OF COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SEARLE, SARA, PENNISI	I	CHIEF COMPLIANCE OFFICER & VP, COMPLIANCE	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
SPURGEON, RICHARD, DEAN	I	COMPLIANCE ANALYST	NA	Control
SPURGEON, RICHARD, DEAN	I	COMPLIANCE ANALYST	NA	Control
SPURGEON, RICHARD, DEAN	I	COMPLIANCE ANALYST	NA	Control
SPURGEON, RICHARD, DEAN	I	COMPLIANCE ANALYST	NA	Control
SPURGEON, RICHARD, DEAN	I	COMPLIANCE ANALYST	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	EXECUTIVE DIRECTOR	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS)	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS)	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS)	NA	Control
SPURLIN, KIMBERLY, WOOLWEAVER	I	CHIEF FINANCIAL OFFICER; MEMBER (CLASS C UNITS)	NA	Control
WELKER, MICHAEL, FRANCIS	I	CEO	NA	Control
WELKER, MICHAEL, FRANCIS	I	CEO	NA	Control
WELKER, MICHAEL, FRANCIS	I	CEO	NA	Control
WELKER, MICHAEL, FRANCIS	I	CEO	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WELKER, MICHAEL, FRANCIS	I	NATIONAL MANAGING DIRECTOR (MARINER INSTITUTIONAL)	NA	Control
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER - SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	CHIEF INVESTMENT OFFICER & SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER - SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER - SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER - SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
WEST, DAVID, ELLIOTT	I	MEMBER AND SENIOR CONSULTANT	NA
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL	E	Control
BOGDAHN, JOSEPH, RICHARD	I	PRINCIPAL	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
MARINER WEALTH	DE	MANAGING MEMBER	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
WELKER, MICHAEL, FRANCIS	I	LLC MANAGER AND CEO	E	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL/CHIEF COMPLIANCE OFFICER	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - PRINCIPAL	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - CHAIRMAN	D	Control
BOGDAHN, JOSEPH, RICHARD	I	MANAGING MEMBER - CHAIRMAN	D	Control
MICHAEL F. WELKER AND KRISTEN M. WELKER, AS CO-TRUSTEES OF THE MICHAEL F. WELKER REVOCABLE TRUST U/A DATED JULY 6, 2009	DE	MEMBER (CLASS A UNITS)	C	Control
MICHAEL F. WELKER AND KRISTEN M. WELKER, AS CO-TRUSTEES OF THE MICHAEL F. WELKER REVOCABLE TRUST U/A DATED JULY 6, 2009	DE	MEMBER (CLASS A UNITS)	C	Control
MICHAEL F. WELKER AND KRISTEN M. WELKER, AS CO-TRUSTEES OF THE MICHAEL F. WELKER REVOCABLE TRUST U/A DATED JULY 6, 2009	DE	MEMBER (CLASS A UNITS)	C	Control
MICHAEL F. WELKER AND KRISTEN M. WELKER, AS CO-TRUSTEES OF THE MICHAEL F. WELKER REVOCABLE TRUST U/A DATED JULY 6, 2009	DE	MEMBER (CLASS A UNITS)	C	Control
ROBERT MCCABE TRADITIONAL IRA	DE	MEMBER (CLASS E UNITS)	C	Control
ROBERT MCCABE TRADITIONAL IRA	DE	MEMBER (CLASS E UNITS)	C	Control
ROBERT MCCABE TRADITIONAL IRA	DE	MEMBER (CLASS E UNITS)	C	Control
ROBERT MCCABE TRADITIONAL IRA	DE	MEMBER (CLASS E UNITS)	C	Control
WELKER, MICHAEL, FRANCIS	I	SECRETARY/SENIOR CONSULTANT	C	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - PRESIDENT/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - PRESIDENT/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - PRESIDENT/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - SECRETARY/SENIOR CONSULTANT	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - CEO	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - CEO	B	Control
WELKER, MICHAEL, FRANCIS	I	MANAGING MEMBER - CEO	B	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	EXECUTIVE DIRECTOR/INTERIM CCO	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER	A	Control
BAKARDJIEV, BRYAN, EMERSON	I	CHIEF OPERATING OFFICER; MEMBER (CLASS C UNITS)	A	Control
BOGDAHN, JOSEPH, RICHARD	I	MEMBER AND CHAIRMAN	A	Control
BOGDAHN, JOSEPH, RICHARD	I	MEMBER	A
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING	A	Control
BROWN, TROY, ERIC	I	EXECUTIVE DIRECTOR OF CONSULTING; MEMBER (CLASS C UNITS)	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	EXECUTIVE DIRECTOR	A	Control
GORDON, STEVEN, ELLIOTT	I	PARTNER	A	Control
GORDON, STEVEN, ELLIOTT	I	PARTNER	A	Control
GORDON, STEVEN, ELLIOTT	I	PARTNER	A	Control
GORDON, STEVEN, ELLIOTT	I	PARTNER	A	Control
GORDON, STEVEN, ELLIOTT	I	PARTNER	A	Control
GORDON, STEVEN, ELLIOTT	I	MEMBER (CLASS C UNITS)	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A	Control
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A
WHITEHOUSE, HERBERT, ALAN	I	CHIEF FIDUCIARY OFFICER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BICKNELL, CHERYL, RENEE	I	MWA HOLDCO, LLC	F	Control
BICKNELL, CHERYL, RENEE	I	MWA HOLDCO, LLC	F	Control
BICKNELL, CHERYL, RENEE	I	MWA HOLDCO, LLC	F	Control
BICKNELL, CHERYL, RENEE	I	MWA HOLDCO, LLC	F	Control
BICKNELL, CHERYL, RENEE	I	MWA HOLDCO, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	MWA HOLDCO, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	MWA HOLDCO, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	MWA HOLDCO, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	MWA HOLDCO, LLC	F	Control
BICKNELL, MARTIN, CHRISTOPHER	I	MWA HOLDCO, LLC	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
DANHAKL, JOHN, GLENN	I	THE DANHAKL REVOCABLE TRUST	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
EMERALD HOLDINGS I, LLC	DE	EMERALD HOLDINGS II, L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS SIDE VIII L.P.	F	Control
GEI CAPITAL VIII, LLC	DE	GREEN EQUITY INVESTORS VIII L.P.	F	Control
HENSON, GARY, PAUL	I	MWA HOLDCO, LLC	F	Control
HENSON, GARY, PAUL	I	MWA HOLDCO, LLC	F	Control
HENSON, GARY, PAUL	I	MWA HOLDCO, LLC	F	Control
HENSON, GARY, PAUL	I	MWA HOLDCO, LLC	F	Control
HENSON, GARY, PAUL	I	MWA HOLDCO, LLC	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
LGP MANAGEMENT, INC.	DE	GEI CAPITAL VIII, LLC	F	Control
LGP MANAGEMENT, INC.	DE	LEONARD GREEN & PARTNERS, L.P.	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA HOLDCO, LLC	DE	MWA MIDCO, LLC	F	Control
MWA MIDCO, LLC	FE	MARINER WEALTH	F	Control
MWA MIDCO, LLC	FE	MARINER WEALTH	F	Control
MWA MIDCO, LLC	FE	MARINER WEALTH	F	Control
MWA MIDCO, LLC	FE	MARINER WEALTH	F	Control
MWA MIDCO, LLC	FE	MARINER WEALTH	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW BLOCKER LLC	F	Control
PERIDOT COINVEST MANAGER LLC	DE	GEI VIII MW AGGREGATOR LLC	F	Control
SEIFFER, JONATHAN, ADAM	I	MWA HOLDCO, LLC	F	Control
SEIFFER, JONATHAN, ADAM	I	MWA HOLDCO, LLC	F	Control
SEIFFER, JONATHAN, ADAM	I	MWA HOLDCO, LLC	F	Control
SEIFFER, JONATHAN, ADAM	I	MWA HOLDCO, LLC	F	Control
SEIFFER, JONATHAN, ADAM	I	MWA HOLDCO, LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	MWA HOLDCO, LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	MWA HOLDCO, LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	MWA HOLDCO, LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	MWA HOLDCO, LLC	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	THE SOKOLOFF FAMILY TRUST	F	Control
SOKOLOFF, JONATHAN, DAVIS	I	MWA HOLDCO, LLC	F	Control
EMERALD HOLDINGS II, L.P.	DE	LGP FEEDER. L.P.	E	Control
EMERALD HOLDINGS II, L.P.	DE	LGP FEEDER. L.P.	E	Control
EMERALD HOLDINGS II, L.P.	DE	LGP FEEDER. L.P.	E	Control
EMERALD HOLDINGS II, L.P.	DE	LGP FEEDER. L.P.	E	Control
EMERALD HOLDINGS II, L.P.	DE	LGP FEEDER. L.P.	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
GREEN EQUITY INVESTORS SIDE VIII L.P.	DE	GEI VIII MW BLOCKER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
LEONARD GREEN & PARTNERS, L.P.	DE	PERIDOT COINVEST MANAGER LLC	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH	E	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH	E	Control
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
GEI VIII MW BLOCKER LLC	DE	GEI VIII MW AGGREGATOR LLC	D
LGP FEEDER. L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
LGP FEEDER. L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
LGP FEEDER. L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
LGP FEEDER. L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
LGP FEEDER. L.P.	DE	LEONARD GREEN & PARTNERS, L.P.	D	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GEI VIII MW AGGREGATOR LLC	DE	MWA HOLDCO, LLC	C	Control
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
GREEN EQUITY INVESTORS VIII L.P.	DE	GEI VIII MW AGGREGATOR LLC	C
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE DANHAKL REVOCABLE TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS II, L.P.	C	Control
THE SOKOLOFF FAMILY TRUST	DE	EMERALD HOLDINGS I, LLC	C	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (19)

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