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| Keyboard |
| Maner Wealth LLC
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|---|---|
| CRD # | 308146 |
| SEC # | 801-129866 |
| CIK # | |
| AUM | 299.5 M (2026-04-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 517-323-7500 |
| Address | 2425 E Grand River Ave Ste 1 Lansing, MI 48912 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 95.2 |
| (b) Individuals (high net worth individuals) | 42 | 99.3 |
| (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 | 5 | 7.6 |
| (h) Charitable organizations | 5 | 1.4 |
| (i) State or municipal government entities | 5 | 22.3 |
| (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 | 26 | 73.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,256 | 299.5 |
| By Discretionary | ||
| Discretionary | 1,256 | 299.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,256 | 299.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.5 | |
| Total | 1,256 | 299.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Summit Group Retirement Planners Inc
✚
|
PA | 302.3 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 299.5 M |
|
Peterson Financial Group Inc
✚
|
IA | 299.2 M |
|
Core Capital Management and Research Inc
✚
|
TX | 298.8 M |
|
Calder Investment Advisors
✚
|
MI | 297.0 M |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 297.0 M |
|
Birchbrook
✚
|
ME | 296.5 M |