Mariner Wealth Advisors key facts
- Mariner Wealth Advisors is a asset manager based in Overland Park, Kansas with 2 tracked portfolio companies.
- Notable positions include Zoe Financial, Granite Investment Advisors.
About Mariner Wealth Advisors
Founded in 2006, Mariner Wealth Advisors is an asset manager based in Overland Park, Kansas. The firm primarily invests in the real estate and financial service sectors. This firm is a Registered Investment Adviser (RIA).
Mariner Wealth Advisors portfolio at a glance
2 portfolio companies are on record for Mariner Wealth Advisors: Zoe Financial and Granite Investment Advisors.
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Mariner Wealth Advisors at the SEC
Form ADV · 2026-03 · CRD 111964- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 148
- Registered office
- WINTER PARK, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MARINER INSTITUTIONAL, LLC).
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Portfolio
2 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Zoe Financial | — | ▮ | ▮ | ▮ |
| Granite Investment Advisors | — | ▮ | ▮ | ▮ |
All 2 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Frequently asked about Mariner Wealth Advisors
- What companies does Mariner Wealth Advisors invest in?
- Mariner Wealth Advisors has 2 recorded portfolio companies, including Zoe Financial, Granite Investment Advisors.
- What is Mariner Wealth Advisors's AUM?
- Mariner Wealth Advisors manages approximately $98.6B in assets.