Overview
Assets Under Management: $248 million
Headquarters: LANSING, MI
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
MANER WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308146), MANER WEALTH is subject to fiduciary duty under federal law.
MANER WEALTH is headquartered in LANSING, MI.
MANER WEALTH serves 59 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, MANER WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
MANER WEALTH manages $248 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, MANER WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,131
Discretionary Accounts: 1,131
Regulatory Filings
CRD Number: 308146
Filing ID: 2044265
Last Filing Date: 2026-01-22 16:50:49