Mariner Wealth Advisors Leawood, LLC (Overland Park)

Mariner Wealth Advisors Leawood, LLC is a large advisory firm based in Overland Park. It manages $2.85 billion of regulatory assets for 7,786 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, Arkansas, California, and 22 other states.

Mariner Wealth Advisors Leawood provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and family office services. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mariner Wealth Advisors Leawood: assets under management

The assets under management (AUM) of Mariner Wealth Advisors Leawood, LLC is $2.85 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.85 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mariner Wealth Advisors Leawood, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mariner Wealth Advisors Leawood, LLC

Mark Andrew Caplinger has served as the Chief Investment Officer since 1 Sep 2014 and Martin Christopher Bicknell is the Chief Executive Officer of Mariner Wealth Advisors Leawood, LLC family office. Llc Mariner Wealth Advisors joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Overland Park

The principal office where Mariner Wealth Advisors Leawood, LLC performs its advisory services is located at 5700 W. 112 Th Street, Overland Park, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-904-5700 or by fax 913-904-5701. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at marinerwealthadvisors.com/.

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