9AT: MARINER WEALTH

MARINER WEALTH

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other names

MARINER WEALTH
MARINER WEALTH ADVISORS
MARINER WEALTH ADVISORS-IC, LLC
MARINER
MARINER INSTITUTIONAL

Adviser Profile

As of Date	06/26/2025
Registration	SEC, Approved, 10/06/2017
ADV Location	OVERLAND PARK, KS, United States
Contact Info	913 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Related adviser

Number of Employees 50 35%

of those in investment advisory functions 50 35%

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

1 1 1 1

2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

About Mariner Wealth Advisors-IC, LLC Mariner Wealth Advisors-IC, LLC (“MWA-IC,” the “Firm,” “we,” or “us”) is an investment adviser registered with the SEC. We are a limited liability company organized under the laws of Delaware. We are wholly owned by Mariner, LLC (referred to herein as “MWA”). MWA is wholly owned by Mariner Wealth Advisors, LLC (referred to herein as “Mariner”). MWA Midco, LLC (“Midco”) is the manager of Mariner. MWA Holdco, LLC (“Holdco”) is the manager of Midco. Holdco is owned by 1248 Holdings, LLC (formerly known as Bicknell Family Holding Company, LLC and referred to herein as “1248”), the Martin C. Bicknell Revocable Trust dated August 7, 1996, as amended and restated, and GEI VIII MW Aggregator LLC (“MW Aggregator”).

Referral Services We provide referral services to MWA by introducing prospective clients to MWA who may have an interest in utilizing its investment advisory and related services. Please refer to MWA’s ADV Part 2A for additional information on services and private funds MWA and its affiliates offer. We do not provide personalized investment advice to clients and do not directly manage client assets. Our Form ADV Part 2A does not contain all the information you should consider before hiring or retaining an investment adviser. Before you enter into an agreement with another investment adviser, including MWA, you should thoroughly review its brochure and disclosure documents. We had no assets under management as of December 31, 2023.