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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

MARINER WEALTH ADVISORS

MARINER WEALTH ADVISORS-PR, LLC, CRD 329377

OVERLAND PARK, KS

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:f94d8d6b-630d-b365-1a5f-bd81eb1aed3e

Data as of Mar 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 3
On other graphs: 0
Observed: Dec 15, 2023 to Mar 29, 2025
3 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.2MItem 5.F on the latest filing (2025-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2M
Private client RAUM: $2.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 10
Individual clients: 7
SEC number: 801-129362
CRD: 329377
Filings on the tape: 3
First filed: Dec 15, 2023
Latest filed: Mar 29, 2025
Organised: Limited Liability Company, PR
Website: marinerwealthadvisors.com

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
BICKNELL, CHERYL, RENEE	CHIEF OPERATING OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
BICKNELL, CHERYL, RENEE	ELECTED MANAGER	F	yes	07/2021	Dec 15, 2023	Dec 15, 2023
BICKNELL, MARTIN, CHRISTOPHER	CHIEF EXECUTIVE OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
BICKNELL, MARTIN, CHRISTOPHER	ELECTED MANAGER	F	yes	07/2021	Dec 15, 2023	Dec 15, 2023
DANHAKL, JOHN, GLENN	Trustee	F	yes	10/1997	Dec 15, 2023	Dec 15, 2023
DORIAN, ANNE, JENELLE	GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
EMERALD HOLDINGS I, LLC	GENERAL PARTNER	F	yes	08/2016	Dec 15, 2023	Dec 15, 2023
EMERALD HOLDINGS II, L.P.	LIMITED PARTNER	E	yes	11/2022	Dec 15, 2023	Dec 15, 2023
GEI CAPITAL VIII, LLC	GENERAL PARTNER	F	yes	06/2019	Dec 15, 2023	Dec 15, 2023
GEI CAPITAL VIII, LLC	GENERAL PARTNER	F	yes	06/2019	Dec 15, 2023	Dec 15, 2023
GEI VIII MW AGGREGATOR LLC	Member	C	yes	06/2021	Dec 15, 2023	Dec 15, 2023
GREEN EQUITY INVESTORS SIDE VIII L.P.	Member	E	yes	04/2021	Dec 15, 2023	Dec 15, 2023
HENSON, GARY, PAUL	ELECTED MANAGER	F	yes	07/2021	Dec 15, 2023	Dec 15, 2023
LEONARD GREEN & PARTNERS, L.P.	Manager	E	yes	07/2014	Dec 15, 2023	Dec 15, 2023
LGP FEEDER, L.P.	LIMITED PARTNER	D	yes	11/2022	Dec 15, 2023	Dec 15, 2023
LGP MANAGEMENT, INC.	GENERAL PARTNER	F	yes	06/1996	Dec 15, 2023	Dec 15, 2023
LGP MANAGEMENT, INC.	Manager	F	yes	12/2019	Dec 15, 2023	Dec 15, 2023
MARINER WEALTH ADVISORS, LLC	MANAGING MEMBER	E	yes	07/2023	Dec 15, 2023	Dec 15, 2023
MWA HOLDCO, LLC	Manager	F	yes	06/2021	Dec 15, 2023	Dec 15, 2023
MWA MIDCO, LLC	Manager	F	yes	06/2021	Dec 15, 2023	Dec 15, 2023
PERIDOT COINVEST MANAGER LLC	Manager	F	yes	04/2021	Dec 15, 2023	Dec 15, 2023
PERIDOT COINVEST MANAGER LLC	Manager	F	yes	04/2021	Dec 15, 2023	Dec 15, 2023
POE, JEFFREY, ALLEN	CHIEF FINANCIAL OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
POINTER, KENNY	CHIEF SERVICES OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
RADENBERG, KATRINA, DELORES	CHIEF INVESTMENT OFFICER	Na	yes	07/2023	Dec 15, 2023	Dec 15, 2023
SEIFFER, JONATHAN, ADAM	ELECTED MANAGER	F	yes	07/2021	Dec 15, 2023	Dec 15, 2023
SOKOLOFF, JONATHAN, DAVIS	ELECTED MANAGER	F	yes	07/2021	Dec 15, 2023	Dec 15, 2023
SOKOLOFF, JONATHAN, DAVIS	Trustee	F	yes	10/1997	Dec 15, 2023	Dec 15, 2023
THE DANHAKL REVOCABLE TRUST	Member	C	yes	05/2012	Dec 15, 2023	Dec 15, 2023
THE DANHAKL REVOCABLE TRUST	LIMITED PARTNER	C	yes	06/2012	Dec 15, 2023	Dec 15, 2023
THE SOKOLOFF FAMILY TRUST	LIMITED PARTNER	C	yes	06/2012	Dec 15, 2023	Dec 15, 2023
THE SOKOLOFF FAMILY TRUST	Member	C	yes	05/2012	Dec 15, 2023	Dec 15, 2023
GEI VIII MW BLOCKER LLC	Member	D	no	04/2021	Dec 15, 2023	Dec 15, 2023
GREEN EQUITY INVESTORS VIII L.P.	Member	C	no	04/2021	Dec 15, 2023	Dec 15, 2023
KIEFER-GOLDENBERG, MAUREEN, KIM	SENIOR VICE PRESIDENT, COMPLIANCE	Na	no	07/2023	Dec 15, 2023	Dec 15, 2023

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
MARINER, LLC	n/a	Bd affiliated wealth	$125B	N	yes	n/a
MARINER INDEPENDENT ADVISOR NETWORK, LLC	n/a	Bd affiliated wealth	$9.6B	N	yes	n/a
MARINER PLATFORM SOLUTIONS, LLC	n/a	Independent wealth	$7.3B	N	yes	n/a
1248 PARTNERS, LLC	n/a	Asset manager	$323M	N	yes	n/a
FLYOVER CAPITAL PARTNERS, LLC	n/a	Asset manager	$148M	N	yes	n/a
MARINER WEALTH ADVISORS-IC, LLC	n/a	No RAUM reported	$0	N	yes	n/a
MARINER INSURANCE RESOURCES, LLC	n/a	n/a	n/a	N	yes	n/a
MARINER TRUST COMPANY, LLC	n/a	n/a	n/a	N	yes	n/a
MONTAGE FUND ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
MSEC, LLC	n/a	n/a	n/a	N	yes	n/a
UBIQUITY MANAGEMENT, LP	n/a	n/a	n/a	N	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
GUAYNABO, SAN JUAN	Pr	United States	0	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 29, 2025	$2.2M	$2.2M	1	1	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	n/a	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
2024	$2.2M	n/a	n/a	n/a	n/a	1	n/a	1	n/a

Relationships

Affiliated with (12)

← MARINER INDEPENDENTRegistered adviserother investment adviser, common control
factForm ADV
← MARINER INSTITUTIONAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MARINERRegistered adviserother investment adviser, common control
factForm ADV
← MARINERRegistered adviserother investment adviser, common control
factForm ADV
← MARINER WEALTHRegistered adviserother investment adviser, common control
factForm ADV
← MARINER ADVISOR NETWORKRegistered adviserother investment adviser, common control
factForm ADV
→ MARINERRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ FLYOVER CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINER ADVISOR NETWORKRegistered adviserother investment adviser, common control
factForm ADV
→ MARINER WEALTHRegistered adviserother investment adviser, common control
factForm ADV
→ MARINER INDEPENDENTRegistered adviserother investment adviser, common control
factForm ADV
→ 1248 PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (1)

← KURT ARTHUR SCHINDLERAdvisorregistration: previous registration
Mar 20, 2024 to Jan 6, 2026factForm ADV

Controls (24)

← SOKOLOFF, JONATHAN, DAVISOwnerELECTED MANAGER, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← DANHAKL, JOHN, GLENNOwnerTRUSTEE, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← LEONARD GREEN & PARTNERS, L.P.OwnerMANAGER, ownership code E, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← BICKNELL, MARTIN, CHRISTOPHEROwnerELECTED MANAGER, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← HENSON, GARY, PAULOwnerELECTED MANAGER, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← SEIFFER, JONATHAN, ADAMOwnerELECTED MANAGER, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← RADENBERG, KATRINA, DELORESOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← BICKNELL, CHERYL, RENEEOwnerELECTED MANAGER, ownership code F, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← POINTER, KENNYOwnerCHIEF SERVICES OFFICER, ownership code NA, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← DORIAN, ANNE, JENELLEOwnerGENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← POE, JEFFREY, ALLENOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← EMERALD HOLDINGS I, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← EMERALD HOLDINGS II, L.P.OwnerLIMITED PARTNER, ownership code E, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← GEI CAPITAL VIII, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← GEI VIII MW AGGREGATOR LLCOwnerMEMBER, ownership code C, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← GREEN EQUITY INVESTORS SIDE VIII L.P.OwnerMEMBER, ownership code E, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← LGP FEEDER, L.P.OwnerLIMITED PARTNER, ownership code D, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← LGP MANAGEMENT, INC.OwnerMANAGER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← MARINER WEALTH ADVISORS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← MWA HOLDCO, LLCOwnerMANAGER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← MWA MIDCO, LLCOwnerMANAGER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← PERIDOT COINVEST MANAGER LLCOwnerMANAGER, ownership code F, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← THE DANHAKL REVOCABLE TRUSTOwnerMEMBER, ownership code C, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← THE SOKOLOFF FAMILY TRUSTOwnerMEMBER, ownership code C, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV

Owns (3)

← KIEFER-GOLDENBERG, MAUREEN, KIMOwnerSENIOR VICE PRESIDENT, COMPLIANCE, ownership code NA, individual
Dec 15, 2023 to Dec 15, 2023factForm ADV
← GEI VIII MW BLOCKER LLCOwnerMEMBER, ownership code D, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV
← GREEN EQUITY INVESTORS VIII L.P.OwnerMEMBER, ownership code C, domestic entity
Dec 15, 2023 to Dec 15, 2023factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 6, 2026
Advisor changed firm
Kurt Arthur Schindler left Mariner Wealth Advisors for Mariner (registered 2026-01-06)
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
First Form ADV filing
Mariner Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Mariner Wealth Advisors no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $2.2M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f94d8d6b-630d-b365-1a5f-bd81eb1aed3e
First observed: Dec 15, 2023
Last observed: Mar 29, 2025 18 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.

MARINER WEALTH ADVISORS

MARINER WEALTH ADVISORS-PR, LLC, CRD 329377

OVERLAND PARK, KS

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:f94d8d6b-630d-b365-1a5f-bd81eb1aed3e

Data as of Mar 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BICKNELL, CHERYL, RENEE

CHIEF OPERATING OFFICER

yes

07/2023

Dec 15, 2023

BICKNELL, CHERYL, RENEE

ELECTED MANAGER

yes

07/2021

Dec 15, 2023

BICKNELL, MARTIN, CHRISTOPHER

CHIEF EXECUTIVE OFFICER

yes

07/2023

Dec 15, 2023

BICKNELL, MARTIN, CHRISTOPHER

ELECTED MANAGER

yes

07/2021

Dec 15, 2023

DANHAKL, JOHN, GLENN

Trustee

yes

10/1997

Dec 15, 2023

DORIAN, ANNE, JENELLE

GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER

yes

07/2023

Dec 15, 2023

EMERALD HOLDINGS I, LLC

GENERAL PARTNER

yes

08/2016

Dec 15, 2023

EMERALD HOLDINGS II, L.P.

LIMITED PARTNER

yes

11/2022

Dec 15, 2023

GEI CAPITAL VIII, LLC

GENERAL PARTNER

yes

06/2019

Dec 15, 2023

GEI CAPITAL VIII, LLC

GENERAL PARTNER

yes

06/2019

Dec 15, 2023

GEI VIII MW AGGREGATOR LLC

Member

yes

06/2021

Dec 15, 2023

GREEN EQUITY INVESTORS SIDE VIII L.P.

Member

yes

04/2021

Dec 15, 2023

HENSON, GARY, PAUL

ELECTED MANAGER

yes

07/2021

Dec 15, 2023

LEONARD GREEN & PARTNERS, L.P.

Manager

yes

07/2014

Dec 15, 2023

LGP FEEDER, L.P.

LIMITED PARTNER

yes

11/2022

Dec 15, 2023

LGP MANAGEMENT, INC.

GENERAL PARTNER

yes

06/1996

Dec 15, 2023

LGP MANAGEMENT, INC.

Manager

yes

12/2019

Dec 15, 2023

MARINER WEALTH ADVISORS, LLC

MANAGING MEMBER

yes

07/2023

Dec 15, 2023

MWA HOLDCO, LLC

Manager

yes

06/2021

Dec 15, 2023

MWA MIDCO, LLC

Manager

yes

06/2021

Dec 15, 2023

PERIDOT COINVEST MANAGER LLC

Manager

yes

04/2021

Dec 15, 2023

PERIDOT COINVEST MANAGER LLC

Manager

yes

04/2021

Dec 15, 2023

POE, JEFFREY, ALLEN

CHIEF FINANCIAL OFFICER

yes

07/2023

Dec 15, 2023

POINTER, KENNY

CHIEF SERVICES OFFICER

yes

07/2023

Dec 15, 2023

RADENBERG, KATRINA, DELORES

CHIEF INVESTMENT OFFICER

yes

07/2023

Dec 15, 2023

SEIFFER, JONATHAN, ADAM

ELECTED MANAGER

yes

07/2021

Dec 15, 2023

SOKOLOFF, JONATHAN, DAVIS

ELECTED MANAGER

yes

07/2021

Dec 15, 2023

SOKOLOFF, JONATHAN, DAVIS

Trustee

yes

10/1997

Dec 15, 2023

THE DANHAKL REVOCABLE TRUST

Member

yes

05/2012

Dec 15, 2023

THE DANHAKL REVOCABLE TRUST

LIMITED PARTNER

yes

06/2012

Dec 15, 2023

THE SOKOLOFF FAMILY TRUST

LIMITED PARTNER

yes

06/2012

Dec 15, 2023

THE SOKOLOFF FAMILY TRUST

Member

yes

05/2012

Dec 15, 2023

GEI VIII MW BLOCKER LLC

Member

04/2021

Dec 15, 2023

GREEN EQUITY INVESTORS VIII L.P.

Member

04/2021

Dec 15, 2023

KIEFER-GOLDENBERG, MAUREEN, KIM

SENIOR VICE PRESIDENT, COMPLIANCE

07/2023

Dec 15, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARINER, LLC

n/a

Bd affiliated wealth

$125B

yes

n/a

MARINER INDEPENDENT ADVISOR NETWORK, LLC

n/a

Bd affiliated wealth

$9.6B

yes

n/a

MARINER PLATFORM SOLUTIONS, LLC

n/a

Independent wealth

$7.3B

yes

n/a

1248 PARTNERS, LLC

n/a

Asset manager

$323M

yes

n/a

FLYOVER CAPITAL PARTNERS, LLC

n/a

Asset manager

$148M

yes

n/a

MARINER WEALTH ADVISORS-IC, LLC

n/a

No RAUM reported

yes

n/a

MARINER INSURANCE RESOURCES, LLC

n/a

yes

n/a

MARINER TRUST COMPANY, LLC

n/a

yes

n/a

MONTAGE FUND ADVISORS, LLC

n/a

yes

n/a

MSEC, LLC

n/a

yes

n/a

UBIQUITY MANAGEMENT, LP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

GUAYNABO, SAN JUAN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 29, 2025

$2.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$2.2M

n/a