BAYSTATE WEALTH MANAGEMENT LLC
Legal name: MARINER
CRD #151664 SEC #801-71691 OVERLAND PARK,, KS 9139045700
SEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
Employees
12
Clients
--
Accounts
5,559
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.4B | $2.3B | $45.9M | 12 | 0 |
| Apr 2025 | $2.4B | $2.3B | $45.9M | 12 | 0 |
| Mar 2025 | $2.4B | $2.3B | $45.9M | 12 | 0 |
| Apr 2024 | $1.9B | $1.9B | $48M | 12 | 0 |
| Mar 2024 | $1.9B | $1.9B | $48M | 12 | 0 |
| Jan 2024 | $1.5B | $1.5B | $40.6M | 11 | 0 |
| Nov 2023 | $1.5B | $1.5B | $40.6M | 11 | 0 |
| Mar 2023 | $1.5B | $1.5B | $40.6M | 11 | 0 |
| Mar 2023 | $1.5B | $1.5B | $40.6M | 11 | 0 |
| Dec 2022 | $1.6B | $1.5B | $47.8M | 13 | 0 |
| Dec 2022 | $1.6B | $1.5B | $47.8M | 13 | 0 |
| Jun 2022 | $1.6B | $1.5B | $47.8M | 13 | 0 |
| Jun 2022 | $1.6B | $1.5B | $47.8M | 13 | 0 |
| Mar 2022 | $1.6B | $1.5B | $47.8M | 13 | 0 |
| Dec 2021 | $1.3B | $1.2B | $60.1M | 6 | 0 |
| Apr 2021 | $1.3B | $1.2B | $60.1M | 6 | 0 |
| Apr 2021 | $1.3B | $1.2B | $60.1M | 6 | 0 |
| Nov 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Sep 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Sep 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Jun 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Jun 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Apr 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Mar 2020 | $1.3B | $1.2B | $61.1M | 11 | 0 |
| Nov 2019 | $1.3B | $1.2B | $61.1M | 12 | 2,826 |
| Jan 2019 | $1.1B | $1.1B | $52.5M | 12 | 2,715 |
| Aug 2018 | $1.1B | $1.1B | $19M | 12 | 2,790 |
| Jan 2018 | $1B | $966.3M | $57.5M | 43 | 2,311 |
| Mar 2017 | $907.2M | $852.2M | $55M | 165 | 2,000 |
| Jan 2017 | $859M | $733.6M | $125.4M | 165 | 1,200 |
| Jul 2016 | $715.8M | $670.8M | $45M | 165 | 1,200 |
| Jan 2016 | $715.8M | $670.8M | $45M | 165 | 1,200 |
| Oct 2015 | $680.7M | $635.5M | $45.2M | 165 | 1,200 |
| Jun 2015 | $529.7M | $494M | $35.7M | 140 | 800 |
| Jan 2015 | $529.7M | $494M | $35.7M | 140 | 800 |
| Sep 2014 | $531.2M | $501.2M | $30M | 135 | 600 |
| Apr 2014 | $428.9M | $401.6M | $27.4M | 135 | 600 |
| Apr 2014 | $428.9M | $401.6M | $27.4M | 135 | 600 |
| Mar 2014 | $428.9M | $401.6M | $27.4M | 135 | 600 |
| Oct 2013 | $393.4M | $367M | $26.4M | 135 | 500 |
| Oct 2013 | $393.4M | $367M | $26.4M | 135 | 500 |
| Jul 2013 | $300.8M | $283M | $17.8M | 135 | 500 |
| Mar 2013 | $300.8M | $283M | $17.8M | 135 | 500 |
| Jul 2012 | $211.8M | $199.5M | $12.4M | 11 | 400 |
| Jun 2012 | $211.8M | $199.5M | $12.4M | 11 | 400 |
| Mar 2012 | $211.8M | $199.5M | $12.4M | 11 | 400 |
| Aug 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| Jun 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| May 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| May 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| May 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| Apr 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| Apr 2011 | $102.5M | $96.8M | $5.7M | -- | -- |
| Aug 2010 | $26.1M | $25.5M | $600K | -- | -- |
| Jul 2010 | $26.1M | $25.5M | $600K | -- | -- |
| Jul 2010 | $26.1M | $25.5M | $600K | -- | -- |
| Jul 2010 | $26.1M | $25.5M | $600K | -- | -- |
| Apr 2010 | $1.5M | $1.5M | $0 | -- | -- |
| Mar 2010 | $1.5M | $1.5M | $0 | -- | -- |
| Jan 2010 | $1.5M | $1.5M | $0 | -- | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$45.9M
Employees12
Clients0
DateApr 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$45.9M
Employees12
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$45.9M
Employees12
Clients0
DateApr 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$48M
Employees12
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$48M
Employees12
Clients0
DateJan 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.6M
Employees11
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.6M
Employees11
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.6M
Employees11
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.6M
Employees11
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$47.8M
Employees13
Clients0
DateDec 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$47.8M
Employees13
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$47.8M
Employees13
Clients0
DateJun 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$47.8M
Employees13
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$47.8M
Employees13
Clients0
DateDec 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.1M
Employees6
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.1M
Employees6
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$60.1M
Employees6
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateSep 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateSep 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees11
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$61.1M
Employees12
Clients2,826
DateJan 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.5M
Employees12
Clients2,715
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$19M
Employees12
Clients2,790
DateJan 2018
Total AUM$1B
Discretionary$966.3M
Non-Disc.$57.5M
Employees43
Clients2,311
DateMar 2017
Total AUM$907.2M
Discretionary$852.2M
Non-Disc.$55M
Employees165
Clients2,000
DateJan 2017
Total AUM$859M
Discretionary$733.6M
Non-Disc.$125.4M
Employees165
Clients1,200
DateJul 2016
Total AUM$715.8M
Discretionary$670.8M
Non-Disc.$45M
Employees165
Clients1,200
DateJan 2016
Total AUM$715.8M
Discretionary$670.8M
Non-Disc.$45M
Employees165
Clients1,200
DateOct 2015
Total AUM$680.7M
Discretionary$635.5M
Non-Disc.$45.2M
Employees165
Clients1,200
DateJun 2015
Total AUM$529.7M
Discretionary$494M
Non-Disc.$35.7M
Employees140
Clients800
DateJan 2015
Total AUM$529.7M
Discretionary$494M
Non-Disc.$35.7M
Employees140
Clients800
DateSep 2014
Total AUM$531.2M
Discretionary$501.2M
Non-Disc.$30M
Employees135
Clients600
DateApr 2014
Total AUM$428.9M
Discretionary$401.6M
Non-Disc.$27.4M
Employees135
Clients600
DateApr 2014
Total AUM$428.9M
Discretionary$401.6M
Non-Disc.$27.4M
Employees135
Clients600
DateMar 2014
Total AUM$428.9M
Discretionary$401.6M
Non-Disc.$27.4M
Employees135
Clients600
DateOct 2013
Total AUM$393.4M
Discretionary$367M
Non-Disc.$26.4M
Employees135
Clients500
DateOct 2013
Total AUM$393.4M
Discretionary$367M
Non-Disc.$26.4M
Employees135
Clients500
DateJul 2013
Total AUM$300.8M
Discretionary$283M
Non-Disc.$17.8M
Employees135
Clients500
DateMar 2013
Total AUM$300.8M
Discretionary$283M
Non-Disc.$17.8M
Employees135
Clients500
DateJul 2012
Total AUM$211.8M
Discretionary$199.5M
Non-Disc.$12.4M
Employees11
Clients400
DateJun 2012
Total AUM$211.8M
Discretionary$199.5M
Non-Disc.$12.4M
Employees11
Clients400
DateMar 2012
Total AUM$211.8M
Discretionary$199.5M
Non-Disc.$12.4M
Employees11
Clients400
DateAug 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateJun 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateMay 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateMay 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateMay 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateApr 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateApr 2011
Total AUM$102.5M
Discretionary$96.8M
Non-Disc.$5.7M
Employees--
Clients--
DateAug 2010
Total AUM$26.1M
Discretionary$25.5M
Non-Disc.$600K
Employees--
Clients--
DateJul 2010
Total AUM$26.1M
Discretionary$25.5M
Non-Disc.$600K
Employees--
Clients--
DateJul 2010
Total AUM$26.1M
Discretionary$25.5M
Non-Disc.$600K
Employees--
Clients--
DateJul 2010
Total AUM$26.1M
Discretionary$25.5M
Non-Disc.$600K
Employees--
Clients--
DateApr 2010
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--