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MARINER WEALTH

OVERLAND PARK, KS · CRD 289886 · IAPD ↗ · mariner.com · 913-904-5700

$0Regulatory AUM
65Advisory reps
65Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
October 2026 — MARINER WEALTH notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
July 2026 — MARINER WEALTH notice-filed in AZ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
April 2026 — MARINER WEALTH notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MARINER WEALTH grew from 50 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
March 2026 — MARINER WEALTH notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
July 2025 — MARINER WEALTH notice-filed in OK, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
April 2025 — MARINER WEALTH notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — MARINER WEALTH grew from 37 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
February 2025 — MARINER WEALTH notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
August 2024 — MARINER WEALTH notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
July 2024 — MARINER WEALTH notice-filed in IN, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
34
May 2024 — MARINER WEALTH notice-filed in CO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — MARINER WEALTH ADVISORS is now doing business as MARINER WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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