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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MANER WEALTH

MANER WEALTH, LLC, CRD 308146

LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:689dd97f-4d93-75cb-7ae8-c5c2df50796b

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 8, 2024 to Apr 29, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.65 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $299MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $299M
Private client RAUM: $194MderivedItem 5.D individuals plus high net worth individuals
Private client share: 65%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $74.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,256
Individual clients: 409
High net worth clients: 42
SEC number: 801-129866
CRD: 308146
Filings on the tape: 6
First filed: Mar 8, 2024
Latest filed: Apr 29, 2026
Organised: Limited Liability Company, MI
Website: manerwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHAN JEFFREY WHITSON	n/a	LANSING, MI	5	22	2	no
STEVEN M GUIPE	n/a	LANSING, MI	5	13	n/a	no
RICHARD LAWRENCE TANKE	Personal Financial Specialist	LANSING, MI	1	35	1	no
AIDAN MATTHEW KERN	n/a	LANSING, MI	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANER, COSTERISAN & ELLIS, P.C.	Owner	E	yes	02/2020	Mar 8, 2024	Apr 10, 2024
NORDMANN, MICHAEL, CHRISTOPHER	MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Mar 8, 2024	Apr 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MANER, COSTERISAN & ELLIS, P.C.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$299M	$299M	3	3	1	n/a	n/a
2024	Mar 28, 2025	$248M	$248M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$299M	$248M	20.6%	n/a	n/a	3	4	1	1

Relationships

Registered with (5)

← AIDAN MATTHEW KERNAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← RICHARD LAWRENCE TANKEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← STEVEN M GUIPEAdvisorregistration: current employment
Jun 21, 2021 to presentfactForm ADV
← NATHAN JEFFREY WHITSONAdvisorregistration: current employment
Oct 21, 2020 to presentfactForm ADV
← MICHAEL CHRISTOPHER NORDMANNAdvisorregistration: previous registration
Mar 21, 2020 to Jan 27, 2026factForm ADV

Controls (2)

← NORDMANN, MICHAEL, CHRISTOPHEROwnerMANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 8, 2024 to Apr 10, 2024factForm ADV
← MANER, COSTERISAN & ELLIS, P.C.OwnerOWNER, ownership code E, domestic entity
Mar 8, 2024 to Apr 10, 2024factForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
Michael Christopher Nordmann left Maner Wealth for Hornor, Townsend & Kent, Llc (registered 2026-01-14)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2024
First Form ADV filing
Maner Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:689dd97f-4d93-75cb-7ae8-c5c2df50796b
First observed: Mar 8, 2024
Last observed: Apr 29, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MANER WEALTH

MANER WEALTH, LLC, CRD 308146

LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:689dd97f-4d93-75cb-7ae8-c5c2df50796b

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN JEFFREY WHITSON

n/a

LANSING, MI

STEVEN M GUIPE

n/a

LANSING, MI

n/a

RICHARD LAWRENCE TANKE

Personal Financial Specialist

LANSING, MI

AIDAN MATTHEW KERN

n/a

LANSING, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANER, COSTERISAN & ELLIS, P.C.

Owner

yes

02/2020

Mar 8, 2024

Apr 10, 2024

NORDMANN, MICHAEL, CHRISTOPHER

MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 8, 2024

Apr 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MANER, COSTERISAN & ELLIS, P.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$299M

n/a

2024

Mar 28, 2025

$248M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$299M

$248M

20.6%

n/a