MARINER WEALTH ADVISORS-MADISON, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #165972 SEC #801-77358 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
1,308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $1.1B | $1.1B | $0 | 22 | 0 |
| Mar 2017 | $906.5M | $906.5M | $0 | 27 | 500 |
| Nov 2016 | $866.2M | $866.2M | $0 | 24 | 500 |
| Mar 2016 | $866.2M | $866.2M | $0 | 24 | 500 |
| Jul 2015 | $849.9M | $849.9M | $0 | 23 | 500 |
| Mar 2015 | $849.9M | $849.9M | $0 | 23 | 500 |
| Jan 2015 | $830.9M | $830.9M | $0 | 20 | 400 |
| Apr 2014 | $769M | $769M | $0 | 20 | 400 |
| Apr 2014 | $769M | $769M | $0 | 20 | 400 |
| Mar 2014 | $769M | $769M | $0 | 20 | 400 |
| Jun 2013 | $691.7M | $691.7M | $0 | 19 | 400 |
| Mar 2013 | $691.7M | $691.7M | $0 | 19 | 400 |
| Dec 2012 | $685.1M | $685.1M | $0 | 19 | 400 |
| Nov 2012 | $0 | $0 | $0 | 3 | 0 |
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$906.5M
Discretionary$906.5M
Non-Disc.$0
Employees27
Clients500
DateNov 2016
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees24
Clients500
DateMar 2016
Total AUM$866.2M
Discretionary$866.2M
Non-Disc.$0
Employees24
Clients500
DateJul 2015
Total AUM$849.9M
Discretionary$849.9M
Non-Disc.$0
Employees23
Clients500
DateMar 2015
Total AUM$849.9M
Discretionary$849.9M
Non-Disc.$0
Employees23
Clients500
DateJan 2015
Total AUM$830.9M
Discretionary$830.9M
Non-Disc.$0
Employees20
Clients400
DateApr 2014
Total AUM$769M
Discretionary$769M
Non-Disc.$0
Employees20
Clients400
DateApr 2014
Total AUM$769M
Discretionary$769M
Non-Disc.$0
Employees20
Clients400
DateMar 2014
Total AUM$769M
Discretionary$769M
Non-Disc.$0
Employees20
Clients400
DateJun 2013
Total AUM$691.7M
Discretionary$691.7M
Non-Disc.$0
Employees19
Clients400
DateMar 2013
Total AUM$691.7M
Discretionary$691.7M
Non-Disc.$0
Employees19
Clients400
DateDec 2012
Total AUM$685.1M
Discretionary$685.1M
Non-Disc.$0
Employees19
Clients400
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0