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| Maner Wealth LLC
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| |
|---|---|
| CRD # | 308146 |
| SEC # | 801-129866 |
| CIK # | |
| AUM | $172.7 MM (2024-03-08) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 517-323-7500 |
| Address | 2425 E Grand River Ave Ste 1 Lansing, MI 48912 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 423 | 46.3 |
| (b) Individuals (high net worth individuals) | 56 | 67.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 58.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 172.7 |
| By Discretionary | ||
| Discretionary | 894 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 894 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 172.4 | |
| Total | 894 | 172.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cygnet Financial Planning Inc
✚
|
MI | 0.2 |
|
IFS Advisors LLC
✚
|
KS | 0.2 |
|
Accelerate Investment Advisors LLC
✚
|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
✚
|
WA | 0.2 |
|
Values Added Financial LLC
✚
|
DC | 0.2 |
|
Aldebaran Financial Inc
✚
|
TN | 0.2 |
|
Regatta Research & Money Management LLC
✚
|
LA | 0.2 |
|
Sensenig Capital Advisors Inc
✚
|
PA | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Terra Nova Asset Management LLC
✚
|
NY | 0.2 |