Maner Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Maner Wealth reports 492 clients. They include 409 individual clients, 42 high-net-worth individuals, and 26 corporations and other businesses. Of its assets, 100.0% ($299M across 1,256 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 32% |
| High-net-worth individuals | 9% | 33% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | 1% | <1% |
| State or municipal government entities | 1% | 7% |
| Other client typesCorporations and other businesses | 5% | 25% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 409 | $95.2M | 31.8% | $233K |
| High-net-worth individuals | 42 | $99.3M | 33.1% | $2.36M |
| Pension and profit-sharing plans | 5 | $7.63M | 2.5% | $1.53M |
| Charitable organizations | 5 | $1.42M | 0.5% | $283K |
| State or municipal government entities | 5 | $22.3M | 7.5% | $4.47M |
| Corporations and other businesses | 26 | $73.6M | 24.6% | $2.83M |
| Total | 492 | $299M | 100% | $609K |
- Clients
- 409
- Regulatory AUM
- $95.2M
- AUM share
- 31.8%
- Avg. per client
- $233K
- Clients
- 42
- Regulatory AUM
- $99.3M
- AUM share
- 33.1%
- Avg. per client
- $2.36M
- Clients
- 5
- Regulatory AUM
- $7.63M
- AUM share
- 2.5%
- Avg. per client
- $1.53M
- Clients
- 5
- Regulatory AUM
- $1.42M
- AUM share
- 0.5%
- Avg. per client
- $283K
- Clients
- 5
- Regulatory AUM
- $22.3M
- AUM share
- 7.5%
- Avg. per client
- $4.47M
- Clients
- 26
- Regulatory AUM
- $73.6M
- AUM share
- 24.6%
- Avg. per client
- $2.83M
Total
- Clients
- 492
- Regulatory AUM
- $299M
- AUM share
- 100%
- Avg. per client
- $609K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Maner Wealth charges 0.15%–1.50% a year for its Discretionary or AUM Fee Schedule. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Hourly planning is $50 to $400 an hour, fixed-fee planning is $500 to $5,000, and ongoing planning is a monthly fee of $100 or $200.
Maner, Costerisan & Ellis, P.C. owns 75% or more of Maner Wealth. It has 3 employees.
Leadership
- Steven GuipeCCO and Director
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Steven M Guipe
- Aidan Matthew Kern
- Richard Lawrence Tanke JR.
- Nathan Jeffrey Whitson
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Maner Wealth, LLC
Maner, Costerisan & Ellis, P.C.
Control person · since February 2020
Maner Wealth’s regulatory assets grew 1.7× from $173M (April 2024) to $299M (April 2026); clients fell from 520 to 492 and employees from 6 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $299M | 492 | 3 | 2 |
| March 2025 | $248M | 706 | 4 | 2 |
| April 2024 | $173M | 520 | 6 | 2 |
Besides its headquarters, Maner Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 2425 E. Grand River Ave. Ste. 1, LansingHQ
Contact and registration details
- Legal name
- Maner Wealth, LLC
- Headquarters
- 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912
- Website
- manerwealth.com
- Phone
- 517-323-7500
- SEC file
- 801-129866
- Structure
- Michigan LLC
- Fiscal year end
- December
Maner Wealth uses Charles Schwab ($204M, 70%) and Fidelity ($86.7M, 30%) as custodians for its separately managed accounts. Maner Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $204M70%
- FidelityFidelity Brokerage Services LLC · Westlake, TX · $86.7M30%
At year end, Maner Wealth’s separately managed accounts were mostly in funds (71%) and bonds (14%).
What the accounts hold
- Stocks11%
- Funds71%
- Bonds14%
- U.S. government and agency bonds13%
- Investment grade corporate bonds1%
- Cash4%
- Other1%
- Managed variable products1%
How many clients does Maner Wealth have?
Maner Wealth has 492 clients and manages $299 million for them, as of April 2026. They include 409 individual clients, 42 high-net-worth individuals, and 26 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Maner Wealth offer?
Maner Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maner Wealth charge?
Maner Wealth charges 0.15%–1.50% a year for its Discretionary or AUM Fee Schedule. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.
Source: MANER WEALTH ADV 2A - FIRM BROCHURE, filed 29 April 2026
Which custodians does Maner Wealth use?
Maner Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $204M and Fidelity Brokerage Services LLC (Westlake, TX), with $86.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does Maner Wealth have?
Maner Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maner Wealth invest in?
At the end of its last fiscal year, Maner Wealth’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% U.S. government and agency bonds, 11% exchange-traded equities, 4% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Managed Variable Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Maner Wealth?
Maner Wealth’s direct owner is Maner, Costerisan & Ellis, P.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Maner Wealth get paid?
Maner Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Maner Wealth registered with the SEC?
Yes, Maner Wealth has been registered with the SEC as an investment adviser since 15 April 2024. Its CRD number is 308146 and its SEC file number is 801-129866.
Source: Form ADV Part 1A, Item 1, filed 29 April 2026; IAPD firm record
How do I contact Maner Wealth?
Maner Wealth’s main office is at 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912. Its phone number is 517-323-7500. Its website is manerwealth.com.