MANER WEALTH
MANER WEALTH, LLC Legal Name
Adviser information for MANER WEALTH last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 894 | $172.7M |
| Non-Discretionary | 0 | $0 |
| Total | 894 | $172.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 423 | $46.3M |
| HNW Individuals | 56 | $67.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 40 | $58.6M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $431,013 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agentAccountant or accounting firmPRIVATE CAPITAL FIRMS; 1031 QUALIFIED INTERMEDIARY |
Identifiers
| SEC RIA File Number | 801-129866 |
|---|---|
| SEC ERA File Number | 801-129866 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308146 |
| Legal Entity Identifier | None |
Principal Office
2425 E. GRAND RIVER AVE. STE. 1LANSING
MI
United States
Monday - Friday, 8 - 5
Tel: 517-323-7500, Fax: None
Websites
Chief Compliance Officer
MICHAEL NORDMANN
2425 E. GRAND RIVER AVE. STE. 1
LANSING
MI
United States
Tel:
517-323-7500
M***************@********M
(Full email address available in API data)
Industry Affiliates
| MANER, COSTERISAN & ELLIS, P.C. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANER, COSTERISAN & ELLIS, P.C. | Domestic Entity | – | OWNER | 02/2020 | > 75% |
| NORDMANN, MICHAEL, CHRISTOPHER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |