RIA Intelligence

MARINER WEALTH ADVISORS-PR, LLC

Legal name: MARINER WEALTH ADVISORS

CRD #329377 SEC #801-129362 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
Employees
1
Clients
10
Accounts
10

Firm Details

Organization Type
Limited Liability Company
State of Formation
Puerto Rico
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BICKNELL, CHERYL, RENEEICHIEF OPERATING OFFICERNA Control
BICKNELL, CHERYL, RENEEICHIEF OPERATING OFFICERNA Control
BICKNELL, CHERYL, RENEEICHIEF OPERATING OFFICERNA Control
BICKNELL, MARTIN, CHRISTOPHERICHIEF EXECUTIVE OFFICERNA Control
BICKNELL, MARTIN, CHRISTOPHERICHIEF EXECUTIVE OFFICERNA Control
BICKNELL, MARTIN, CHRISTOPHERICHIEF EXECUTIVE OFFICERNA Control
DORIAN, ANNE, JENELLEIGENERAL COUNSEL; CHIEF COMPLIANCE OFFICERNA Control
DORIAN, ANNE, JENELLEIGENERAL COUNSEL; CHIEF COMPLIANCE OFFICERNA Control
DORIAN, ANNE, JENELLEIGENERAL COUNSEL; CHIEF COMPLIANCE OFFICERNA Control
KIEFER-GOLDENBERG, MAUREEN, KIMISENIOR VICE PRESIDENT, COMPLIANCENA
KIEFER-GOLDENBERG, MAUREEN, KIMISENIOR VICE PRESIDENT, COMPLIANCENA
KIEFER-GOLDENBERG, MAUREEN, KIMISENIOR VICE PRESIDENT, COMPLIANCENA
POE, JEFFREY, ALLENICHIEF FINANCIAL OFFICERNA Control
POE, JEFFREY, ALLENICHIEF FINANCIAL OFFICERNA Control
POE, JEFFREY, ALLENICHIEF FINANCIAL OFFICERNA Control
POINTER, KENNYICHIEF SERVICES OFFICERNA Control
POINTER, KENNYICHIEF SERVICES OFFICERNA Control
POINTER, KENNYICHIEF SERVICES OFFICERNA Control
RADENBERG, KATRINA, DELORESICHIEF INVESTMENT OFFICERNA Control
RADENBERG, KATRINA, DELORESICHIEF INVESTMENT OFFICERNA Control
RADENBERG, KATRINA, DELORESICHIEF INVESTMENT OFFICERNA Control
MARINER WEALTH ADVISORS, LLCDEMANAGING MEMBERE Control
MARINER WEALTH ADVISORS, LLCDEMANAGING MEMBERE Control
MARINER WEALTH ADVISORS, LLCDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BICKNELL, CHERYL, RENEEIMWA HOLDCO, LLCF Control
BICKNELL, CHERYL, RENEEIMWA HOLDCO, LLCF Control
BICKNELL, MARTIN, CHRISTOPHERIMWA HOLDCO, LLCF Control
BICKNELL, MARTIN, CHRISTOPHERIMWA HOLDCO, LLCF Control
DANHAKL, JOHN, GLENNITHE DANHAKL REVOCABLE TRUSTF Control
DANHAKL, JOHN, GLENNITHE DANHAKL REVOCABLE TRUSTF Control
EMERALD HOLDINGS I, LLCDEEMERALD HOLDINGS II, L.P.F Control
EMERALD HOLDINGS I, LLCDEEMERALD HOLDINGS II, L.P.F Control
GEI CAPITAL VIII, LLCDEGREEN EQUITY INVESTORS VIII L.P.F Control
GEI CAPITAL VIII, LLCDEGREEN EQUITY INVESTORS SIDE VIII L.P.F Control
GEI CAPITAL VIII, LLCDEGREEN EQUITY INVESTORS VIII L.P.F Control
GEI CAPITAL VIII, LLCDEGREEN EQUITY INVESTORS SIDE VIII L.P.F Control
HENSON, GARY, PAULIMWA HOLDCO, LLCF Control
HENSON, GARY, PAULIMWA HOLDCO, LLCF Control
LGP MANAGEMENT, INC.DEGEI CAPITAL VIII, LLCF Control
LGP MANAGEMENT, INC.DELEONARD GREEN & PARTNERS, L.P.F Control
LGP MANAGEMENT, INC.DEGEI CAPITAL VIII, LLCF Control
LGP MANAGEMENT, INC.DELEONARD GREEN & PARTNERS, L.P.F Control
MWA HOLDCO, LLCDEMWA MIDCO, LLCF Control
MWA HOLDCO, LLCDEMWA MIDCO, LLCF Control
MWA MIDCO, LLCDEMARINER WEALTH ADVISORS, LLCF Control
MWA MIDCO, LLCDEMARINER WEALTH ADVISORS, LLCF Control
PERIDOT COINVEST MANAGER LLCDEGEI VIII MW AGGREGATOR LLCF Control
PERIDOT COINVEST MANAGER LLCDEGEI VIII MW BLOCKER LLCF Control
PERIDOT COINVEST MANAGER LLCDEGEI VIII MW AGGREGATOR LLCF Control
PERIDOT COINVEST MANAGER LLCDEGEI VIII MW BLOCKER LLCF Control
SEIFFER, JONATHAN, ADAMIMWA HOLDCO, LLCF Control
SEIFFER, JONATHAN, ADAMIMWA HOLDCO, LLCF Control
SOKOLOFF, JONATHAN, DAVISITHE SOKOLOFF FAMILY TRUSTF Control
SOKOLOFF, JONATHAN, DAVISIMWA HOLDCO, LLCF Control
SOKOLOFF, JONATHAN, DAVISITHE SOKOLOFF FAMILY TRUSTF Control
SOKOLOFF, JONATHAN, DAVISIMWA HOLDCO, LLCF Control
EMERALD HOLDINGS II, L.P.DELGP FEEDER, L.P.E Control
EMERALD HOLDINGS II, L.P.DELGP FEEDER, L.P.E Control
GREEN EQUITY INVESTORS SIDE VIII L.P.DEGEI VIII MW BLOCKER LLCE Control
GREEN EQUITY INVESTORS SIDE VIII L.P.DEGEI VIII MW BLOCKER LLCE Control
LEONARD GREEN & PARTNERS, L.P.DEPERIDOT COINVEST MANAGER LLCE Control
LEONARD GREEN & PARTNERS, L.P.DEPERIDOT COINVEST MANAGER LLCE Control
GEI VIII MW BLOCKER LLCDEGEI VIII MW AGGREGATOR LLCD
GEI VIII MW BLOCKER LLCDEGEI VIII MW AGGREGATOR LLCD
LGP FEEDER, L.P.DELEONARD GREEN & PARTNERS, L.P.D Control
LGP FEEDER, L.P.DELEONARD GREEN & PARTNERS, L.P.D Control
GEI VIII MW AGGREGATOR LLCDEMWA HOLDCO, LLCC Control
GEI VIII MW AGGREGATOR LLCDEMWA HOLDCO, LLCC Control
GREEN EQUITY INVESTORS VIII L.P.DEGEI VIII MW AGGREGATOR LLCC
GREEN EQUITY INVESTORS VIII L.P.DEGEI VIII MW AGGREGATOR LLCC
THE DANHAKL REVOCABLE TRUSTDEEMERALD HOLDINGS II, L.P.C Control
THE DANHAKL REVOCABLE TRUSTDEEMERALD HOLDINGS I, LLCC Control
THE DANHAKL REVOCABLE TRUSTDEEMERALD HOLDINGS II, L.P.C Control
THE DANHAKL REVOCABLE TRUSTDEEMERALD HOLDINGS I, LLCC Control
THE SOKOLOFF FAMILY TRUSTDEEMERALD HOLDINGS II, L.P.C Control
THE SOKOLOFF FAMILY TRUSTDEEMERALD HOLDINGS I, LLCC Control
THE SOKOLOFF FAMILY TRUSTDEEMERALD HOLDINGS II, L.P.C Control
THE SOKOLOFF FAMILY TRUSTDEEMERALD HOLDINGS I, LLCC Control

Registrations

Federal

IA
Mar 29, 2025 REGISTERED

Notice Filings (2)

KS PR

Address

5700 W 112TH STREET,
SUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 913-904-5700