MARINER, LLC
Legal name: MARINER WEALTH
CRD #140195 SEC #801-66632 OVERLAND PARK, KS 913-904-5700
SEC Registered Private Funds Disclosures
Total AUM
$98.6B
Discretionary
$88.8B
Employees
1,503
Clients
--
Accounts
155,767
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $98.6B | $88.8B | $9.8B | 1,503 | 205 |
| Mar 2025 | $98.6B | $88.8B | $9.8B | 1,503 | 205 |
| Oct 2024 | $81.1B | $75B | $6.1B | 1,498 | 200 |
| Mar 2024 | $81.1B | $75B | $6.1B | 1,498 | 200 |
| Mar 2023 | $65.9B | $53B | $12.9B | 1,465 | 117 |
| Oct 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| Sep 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| Jul 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| May 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| Apr 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| Mar 2022 | $55.4B | $51.2B | $4.3B | 934 | 117 |
| Feb 2022 | $35B | $31.7B | $3.2B | 702 | 103 |
| Jul 2021 | $35B | $31.7B | $3.2B | 702 | 103 |
| May 2021 | $35B | $31.7B | $3.2B | 702 | 103 |
| Mar 2021 | $35B | $31.7B | $3.2B | 702 | 103 |
| Dec 2020 | $29.4B | $25.3B | $4.1B | 672 | 114 |
| Jun 2020 | $29.4B | $25.3B | $4.1B | 672 | 114 |
| May 2020 | $29.4B | $25.3B | $4.1B | 672 | 114 |
| Apr 2020 | $29.4B | $25.3B | $4.1B | 672 | 114 |
| Mar 2020 | $29.4B | $25.3B | $4.1B | 672 | 114 |
| Nov 2019 | $22B | $18.8B | $3.2B | 555 | 115 |
| Nov 2019 | $22B | $18.8B | $3.2B | 555 | 115 |
| Apr 2019 | $22B | $18.8B | $3.2B | 555 | 115 |
| Mar 2019 | $22B | $18.8B | $3.2B | 555 | 115 |
| Feb 2019 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Jan 2019 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Aug 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Jul 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Jul 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Jul 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Apr 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Apr 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Mar 2018 | $6.5B | $6.4B | $47.7M | 143 | 22 |
| Sep 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| Aug 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| Aug 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| Aug 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| May 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| Mar 2017 | $896.1M | $896.1M | $0 | 140 | 1,600 |
| Feb 2017 | $673M | $673M | $0 | 87 | 1,000 |
| Nov 2016 | $673M | $673M | $0 | 87 | 1,000 |
| Aug 2016 | $673M | $673M | $0 | 87 | 1,000 |
| Jul 2016 | $673M | $673M | $0 | 87 | 1,000 |
| Mar 2016 | $673M | $673M | $0 | 87 | 1,000 |
| Aug 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Jul 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Jul 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Jul 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Jun 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| May 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Mar 2015 | $10.1B | $8.4B | $1.7B | 65 | 5,100 |
| Nov 2014 | $8.6B | $7.6B | $1.1B | 52 | 3,400 |
| Apr 2014 | $8.6B | $7.6B | $1.1B | 52 | 3,400 |
| Mar 2014 | $2.6B | $2.6B | $0 | 52 | 1,500 |
| Jun 2013 | $2.3B | $2.3B | $0 | 89 | 1,800 |
| Apr 2013 | $2.3B | $2.3B | $0 | 89 | 1,800 |
| Oct 2012 | $2.2B | $2.2B | $0 | 51 | 1,500 |
| Sep 2012 | $2B | $2B | $0 | 51 | 1,500 |
| Apr 2012 | $2B | $2B | $0 | 51 | 1,500 |
| Mar 2012 | $2B | $2B | $0 | 51 | 1,500 |
| Jun 2011 | $969.5M | $969.5M | $0 | 51 | -- |
| Jun 2011 | $969.5M | $969.5M | $0 | 51 | -- |
| Apr 2011 | $969.5M | $969.5M | $0 | 51 | -- |
| Mar 2011 | $969.5M | $969.5M | $0 | 51 | -- |
| Jan 2011 | $1.3B | $1.3B | $0 | 51 | -- |
| Jan 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Apr 2010 | $1.3B | $1.3B | $0 | -- | -- |
| Oct 2009 | $948M | $948M | $0 | -- | -- |
| Mar 2009 | $948M | $948M | $0 | -- | -- |
| Mar 2008 | $864.8M | $864.8M | $0 | -- | -- |
| May 2007 | $585M | $585M | $0 | -- | -- |
| Mar 2007 | $585M | $585M | $0 | -- | -- |
DateNov 2025
Total AUM$98.6B
Discretionary$88.8B
Non-Disc.$9.8B
Employees1,503
Clients205
DateMar 2025
Total AUM$98.6B
Discretionary$88.8B
Non-Disc.$9.8B
Employees1,503
Clients205
DateOct 2024
Total AUM$81.1B
Discretionary$75B
Non-Disc.$6.1B
Employees1,498
Clients200
DateMar 2024
Total AUM$81.1B
Discretionary$75B
Non-Disc.$6.1B
Employees1,498
Clients200
DateMar 2023
Total AUM$65.9B
Discretionary$53B
Non-Disc.$12.9B
Employees1,465
Clients117
DateOct 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateSep 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateJul 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateMay 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateApr 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateMar 2022
Total AUM$55.4B
Discretionary$51.2B
Non-Disc.$4.3B
Employees934
Clients117
DateFeb 2022
Total AUM$35B
Discretionary$31.7B
Non-Disc.$3.2B
Employees702
Clients103
DateJul 2021
Total AUM$35B
Discretionary$31.7B
Non-Disc.$3.2B
Employees702
Clients103
DateMay 2021
Total AUM$35B
Discretionary$31.7B
Non-Disc.$3.2B
Employees702
Clients103
DateMar 2021
Total AUM$35B
Discretionary$31.7B
Non-Disc.$3.2B
Employees702
Clients103
DateDec 2020
Total AUM$29.4B
Discretionary$25.3B
Non-Disc.$4.1B
Employees672
Clients114
DateJun 2020
Total AUM$29.4B
Discretionary$25.3B
Non-Disc.$4.1B
Employees672
Clients114
DateMay 2020
Total AUM$29.4B
Discretionary$25.3B
Non-Disc.$4.1B
Employees672
Clients114
DateApr 2020
Total AUM$29.4B
Discretionary$25.3B
Non-Disc.$4.1B
Employees672
Clients114
DateMar 2020
Total AUM$29.4B
Discretionary$25.3B
Non-Disc.$4.1B
Employees672
Clients114
DateNov 2019
Total AUM$22B
Discretionary$18.8B
Non-Disc.$3.2B
Employees555
Clients115
DateNov 2019
Total AUM$22B
Discretionary$18.8B
Non-Disc.$3.2B
Employees555
Clients115
DateApr 2019
Total AUM$22B
Discretionary$18.8B
Non-Disc.$3.2B
Employees555
Clients115
DateMar 2019
Total AUM$22B
Discretionary$18.8B
Non-Disc.$3.2B
Employees555
Clients115
DateFeb 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateJan 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateAug 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateJul 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateJul 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateJul 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateApr 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateApr 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateMar 2018
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$47.7M
Employees143
Clients22
DateSep 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateAug 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateAug 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateAug 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateMay 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateMar 2017
Total AUM$896.1M
Discretionary$896.1M
Non-Disc.$0
Employees140
Clients1,600
DateFeb 2017
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees87
Clients1,000
DateNov 2016
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees87
Clients1,000
DateAug 2016
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees87
Clients1,000
DateJul 2016
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees87
Clients1,000
DateMar 2016
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees87
Clients1,000
DateAug 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateJul 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateJul 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateJul 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateJun 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateMay 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateMar 2015
Total AUM$10.1B
Discretionary$8.4B
Non-Disc.$1.7B
Employees65
Clients5,100
DateNov 2014
Total AUM$8.6B
Discretionary$7.6B
Non-Disc.$1.1B
Employees52
Clients3,400
DateApr 2014
Total AUM$8.6B
Discretionary$7.6B
Non-Disc.$1.1B
Employees52
Clients3,400
DateMar 2014
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees52
Clients1,500
DateJun 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees89
Clients1,800
DateApr 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees89
Clients1,800
DateOct 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees51
Clients1,500
DateSep 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients1,500
DateApr 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients1,500
DateMar 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients1,500
DateJun 2011
Total AUM$969.5M
Discretionary$969.5M
Non-Disc.$0
Employees51
Clients--
DateJun 2011
Total AUM$969.5M
Discretionary$969.5M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$969.5M
Discretionary$969.5M
Non-Disc.$0
Employees51
Clients--
DateMar 2011
Total AUM$969.5M
Discretionary$969.5M
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$948M
Discretionary$948M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$948M
Discretionary$948M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$864.8M
Discretionary$864.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$585M
Discretionary$585M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$585M
Discretionary$585M
Non-Disc.$0
Employees--
Clients--