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MANER WEALTH
MANER WEALTH, LLC
CRD 308146 · SEC 801-129866
2425 E. GRAND RIVER AVE. STE. 1, LANSING, MI, 48912, United States
Phone
517-323-7500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.5M
Discretionary AUM
$299.5M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $95.2M |
| High net worth individuals | 42 | $99.3M |
| Pension/profit sharing plans | 5 | $7.6M |
| Charitable organizations | 5 | $1.4M |
| State/municipal entities | 5 | $22.3M |
| Corporations/business entities | 26 | $73.6M |
States served
MI, WI
All web addresses on file
Official SEC filing: View on IAPD