← Tributary

MARINER

OVERLAND PARK,, KS · CRD 151664 · IAPD ↗ · 9139045700

$2.77BRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — MARINER changed its website from baystatewealth.com to mmas.mariner.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2025 — BAYSTATE WEALTH MANAGEMENT is now doing business as MARINER.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2024 — BAYSTATE WEALTH MANAGEMENT reported RAUM up 27% ($1.50B -> $1.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — BAYSTATE WEALTH MANAGEMENT moved its main office from BOSTON, MA to OVERLAND PARK,, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2024 — BAYSTATE WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.