MARINER WEALTH ADVISORS-ST. LOUIS, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #207512 SEC #801-94169 OVERLAND PARK, KS 9139045700
SEC Registered
Total AUM
$615.5M
Discretionary
$615.4M
Employees
14
Clients
251
Accounts
1,694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $615.5M | $615.4M | $132.7K | 14 | 4 |
| Mar 2017 | $551.8M | $550M | $1.8M | 14 | 500 |
| Nov 2016 | $386.3M | $16.6M | $369.7M | 12 | 400 |
| Apr 2016 | $386.3M | $16.6M | $369.7M | 12 | 400 |
| Mar 2016 | $386.3M | $16.6M | $369.7M | 12 | 400 |
| Aug 2015 | $320M | $0 | $320M | 9 | 300 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2018
Total AUM$615.5M
Discretionary$615.4M
Non-Disc.$132.7K
Employees14
Clients4
DateMar 2017
Total AUM$551.8M
Discretionary$550M
Non-Disc.$1.8M
Employees14
Clients500
DateNov 2016
Total AUM$386.3M
Discretionary$16.6M
Non-Disc.$369.7M
Employees12
Clients400
DateApr 2016
Total AUM$386.3M
Discretionary$16.6M
Non-Disc.$369.7M
Employees12
Clients400
DateMar 2016
Total AUM$386.3M
Discretionary$16.6M
Non-Disc.$369.7M
Employees12
Clients400
DateAug 2015
Total AUM$320M
Discretionary$0
Non-Disc.$320M
Employees9
Clients300
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0