RIA Intel›Advisers›Kansas›MARINER WEALTH ADVISORS-NYC, LLC

MARINER WEALTH ADVISORS-NYC, LLC

Advisory

N·OVERLAND PARK, KS

Data as of Aug 27, 2017 · Source: SEC Form ADV

Total AUM

$724M

1-Year AUM Growth

+1.8%

3-Year CAGR

+5.1%

Employees

10

Assets Under Management

Total AUM$724M

Discretionary AUM$689M

Non-Discretionary AUM$35M

Discretionary %95.2%

Total Clients—

Team

Total Employees10

Investment Advisers37

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingOct 17, 2013

Latest FilingAug 27, 2017

🔒 Full AUM trend chart and 14 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARINER WEALTH ADVISORS-NYC, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.