MANER WEALTH

RIASEC RegisteredEst. 2024

Total AUM

$299M

Discretionary

$299M

100% of AUM

Avg account

$238K

Accounts

1,256

Employees

Advisory reps

Firm details

Headquarters: LANSING, Michigan
CRD number: 308146
Registered since: April 15, 2024
Website: manercpa.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI33.14%
Individuals31.8%
Corporations / Businesses24.58%
State / Municipal Government7.46%
Pension & Profit Sharing Plans2.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Maner Wealth is an independent SEC-registered registered investment adviser organized as an LLC. The firm describes itself as a capital allocator serving individual and family clients as well as institutional accounts. Its compensation arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm also operates in adjacent roles as an insurance broker and accountant and is registered to sell other financial products. Advisory services extend beyond portfolio management for individuals and small businesses to include portfolio management for businesses or institutions, selection of outside advisers, financial planning, and educational outreach such as newsletters and seminars. Maner Wealth does not identify as an active ESG investor and is not listed as a multi-state adviser.