Maner Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lansing, MI. Its latest Form ADV filing, dated April 29, 2026, reports $299M in regulatory assets under management, 3 employees, 1 office, and 1,256 accounts.
Assets Under Management
$299M
Employees
3
Offices
1 office
Total Clients
492
Primary office
LANSING, MI
2425 E. GRAND RIVER AVE. STE. 1, LANSING, MI, United States
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
409
2
HNWI
8.5%
42
3
Corporations
5.3%
26
4
Pension Plans
1.0%
5
5
Charitable
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of April 29, 2026
Discretionary100.0%
$299M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$299M
Total Accounts1,256
10Y AUM Change+$127M (+73.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee164:1
10Y Employee Change-3 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.