DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•••• W•••••
Legal name M•••• W•••••• L••
Latest filing Apr 29, 2026
First filing on the tape Mar 8, 2024 · 6 filings
SEC status approved since Apr 15, 2024
RAUM
$299M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
65%
$194M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$74.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$299M as of Apr 29, 2026
Mar 28, 2025$248M then
HNW client RAUM$99.3M as of Apr 29, 2026
Mar 28, 2025$106M then
State-registered IARs (5.B.3)3 as of Apr 29, 2026
Mar 28, 20254 then
Employees (5.A)3 as of Apr 29, 2026
Mar 28, 20254 then
Private funds: no history
RAUM +21% over the last fiscal yearIARs 4 to 3
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $74.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 113derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $238,448derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -31%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$99.3M33%
- Individuals$95.2M32%
- Corporations and businesses$73.6M25%
- State and municipal entities$22.3M7.5%
- Pension and profit-sharing plans$7.6M2.5%
- Charitable organizations$1.4M0.5%
- Individual clients
- 409reported
- HNW clients
- 42reported
- Pension plan clients
- 5reported
- Charitable clients
- 5reported
- Accounts
- 1,256reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.65 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| N••••• J•••••• W•••••• | Lansing, Mi | Oct 21, 2020 | 22 y | 2 |
| S••••• M• G•••• | Lansing, Mi | Jun 21, 2021 | 13 y | 0 |
| R•••••• L••••••• T••••Personal Financial Specialist | Lansing, Mi | Jan 1, 2025 | 35 y | 1 |
| A•••• M•••••• K••• | Lansing, Mi | Jun 30, 2026 | 11 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount1 left over 36 months
Left, latest
- M•••••• C••••••••• N••••••• to H•••••• T••••••• • K•••• L••Jan 27, 2026 · RIA to RIA
Joined, latest
- R•••••• L••••••• T•••• from H••• • R•••••• F•••••••• S•••••••• L•••••Jan 1, 2025 · Other
- N••••• J•••••• W•••••• from M••••••• M•••• M••••••••• A•••••••• L••Oct 21, 2020 · Other
- M•••••• C••••••••• N••••••• from S••••••••• A•••••• A•••••••• I•••Mar 21, 2020 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- N•••••••• M••••••• C••••••••• · Managing Member/Principal/Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
Entity owners
- M••••• C••••••••• • E••••• P••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- M••••• C••••••••• • E••••• P•••insurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lansing, Mi · principal | 4 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Apr 29, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $248,311,988 to $299,490,655, advisors 4 to 3, private clients 650 to 451, offices 1 to 1 (2025-03-28 to 2026-04-29)peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 1,131 to 1,256Mar 31, 2026 to Apr 29, 2026
- Advisory employees · 4 to 3Mar 31, 2026 to Apr 29, 2026
- Charity clients · unset to 5.0Mar 31, 2026 to Apr 29, 2026
- Corporate clients · 5 to 26Mar 31, 2026 to Apr 29, 2026
- HNW clients · 59 to 42Mar 31, 2026 to Apr 29, 2026
- Individual clients · 591 to 409Mar 31, 2026 to Apr 29, 2026
- Pension plan clients · 51 to 5Mar 31, 2026 to Apr 29, 2026
- Employees · 4 to 3Mar 31, 2026 to Apr 29, 2026
- State-registered IARs · 4 to 3Mar 31, 2026 to Apr 29, 2026
- Discretionary RAUM · $248M to $299MMar 31, 2026 to Apr 29, 2026
- HNW RAUM · $106M to $99.3MMar 31, 2026 to Apr 29, 2026
- Individual RAUM · $66.4M to $95.2MMar 31, 2026 to Apr 29, 2026
- Pension RAUM · $74.4M to $7.6MMar 31, 2026 to Apr 29, 2026
- RAUM · $248M to $299MMar 31, 2026 to Apr 29, 2026
- Accounts · 894 to 1,131Apr 10, 2024 to Mar 28, 2025
- Advisory employees · 5 to 4Apr 10, 2024 to Mar 28, 2025
- Corporate clients · unset to 5.0Apr 10, 2024 to Mar 28, 2025
- HNW clients · 56 to 59Apr 10, 2024 to Mar 28, 2025
- Individual clients · 423 to 591Apr 10, 2024 to Mar 28, 2025
- Pension plan clients · 40 to 51Apr 10, 2024 to Mar 28, 2025
- Employees · 6 to 4Apr 10, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 1-10Apr 10, 2024 to Mar 28, 2025
- State-registered IARs · 5 to 4Apr 10, 2024 to Mar 28, 2025
- Discretionary RAUM · $173M to $248MApr 10, 2024 to Mar 28, 2025
- HNW RAUM · $67.4M to $106MApr 10, 2024 to Mar 28, 2025
- Individual RAUM · $46.3M to $66.4MApr 10, 2024 to Mar 28, 2025
- Pension RAUM · $58.6M to $74.4MApr 10, 2024 to Mar 28, 2025
- RAUM · $173M to $248MApr 10, 2024 to Mar 28, 2025
Signals
2 dated events
- M•••••• C••••••••• N••••••• left M•••• W••••• for H•••••• T••••••• • K•••• L•• (registered 2026-01-14)Jan 27, 2026 · Advisor changed firm · fact
- M•••• W••••• filed its initial SEC registration (Form ADV)Mar 8, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 517-323-6346reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 517-323-7500reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-458-1835reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- manerwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 517-323-7500reportedpublic record, Form ADV, Apr 29, 2026
- Contact form
- manercpa.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026