Mariner Wealth Advisors-Omaha LLC

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Assets, Funds, Holdings

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Mariner Wealth Advisors-Omaha LLC
CRD #109904
SEC #801-60238
CIK #0001540719
AUM
Employees 13 (62% Investors, 46% Brokers)
Phone913-904-5700
Address5700 W 112th Street
Overland Park, KS 66211
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
50040030020010002000200720152023
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 2.8
NVDA 399.6 1.8
MSFT 1,918.2 1.7
AMZN 1,093.0 0.8
GOOGL 1,475.1 0.6
AVGO 201.3 0.5
JPM 340.2 0.5
LLY 301.8 0.5
APO 29.5 0.4
PG 338.1 0.4
View All
Holdings by Sector ($BB)
604836241202013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 993 416.2
By Discretionary
Discretionary 993 416.2
Non-Discretionary 0 0.0
Total 993 416.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 416.2
Total 993 416.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001540719]
13F-NT [0001540719]
3 [0001540719]
Form 3/4/5 Subject 2011 - 2024
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tony@aum13f.com