← Tributary

MARINER WEALTH ADVISORS

OVERLAND PARK, KS · CRD 329377 · IAPD ↗ · marinerwealthadvisors.com · 913-904-5700

$2.2MRegulatory AUM
1Advisory reps
1Employees
5Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — MARINER WEALTH ADVISORS (OVERLAND PARK, KS) left the SEC roster (was $2.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2025 — MARINER WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2024 — MARINER WEALTH ADVISORS (OVERLAND PARK, KS) is newly SEC-registered with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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