{"url":"https://nivawealth.com/firms/maner-wealth-308146","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/308146","regulatoryAum":299490655,"crd":"308146","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7222119","suffix":null,"lastName":"GUIPE","firstName":"STEVEN","middleName":"M"},{"crd":"8302595","suffix":null,"lastName":"KERN","firstName":"AIDAN","middleName":"MATTHEW"},{"crd":"4619156","suffix":"JR.","lastName":"TANKE","firstName":"RICHARD","middleName":"LAWRENCE"},{"crd":"4816543","suffix":null,"lastName":"WHITSON","firstName":"NATHAN","middleName":"JEFFREY"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-04-10","regulatoryAum":172694110,"clients":520,"employees":6,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":248311988,"clients":706,"employees":4,"offices":2},{"filedOn":"2026-04-29","regulatoryAum":299490655,"clients":492,"employees":3,"offices":2}],"secFileNumber":"801-129866","legalName":"Maner Wealth, LLC","displayName":"Maner Wealth","slug":"maner-wealth-308146","website":"https://manerwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2425 E. Grand River Ave. Ste. 1","city":"Lansing","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48912"},"tradeNames":[],"registration":{"secApproved":"15 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":431260.48780487804,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":299490655,"discretionary":299490655,"discretionaryAccounts":1256,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":409,"regulatoryAum":95237555},{"label":"High-net-worth individuals","clients":42,"regulatoryAum":99260925},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":7632202},{"label":"Charitable organizations","clients":5,"regulatoryAum":1415783},{"label":"State or municipal government entities","clients":5,"regulatoryAum":22328527},{"label":"Corporations and other businesses","clients":26,"regulatoryAum":73615663}],"feePrograms":[{"role":"main","program":"Discretionary or AUM Fee Schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043297","versionId":1043297,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-29","documentName":"MANER WEALTH ADV 2A - FIRM BROCHURE","fee_rate_low":0.15,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043297","versionId":1043297,"submittedOn":"2026-04-29","documentName":"MANER WEALTH ADV 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:35:25.911042+00:00","documents":[{"name":"MANER WEALTH ADV 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043297","versionId":1043297,"submittedOn":"2026-04-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":203577888},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Westlake, TX","smaAssets":86720300}],"custodyNote":"Maner Wealth does not have custody of client assets.","leadership":[{"name":"Steven Guipe","title":"CCO and Director","crd":"7222119"}],"ownership":[{"label":"Maner, Costerisan & Ellis, P.C.","detail":"Owner in the 75% or more ownership band and a control person, since February 2020."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"2425 E. Grand River Ave. Ste. 1","city":"Lansing","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"517-323-7500","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":13},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":71},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":1,"detail":"Managed Variable Products"}],"privateFunds":0},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/308146/PDF/308146.pdf","brochureDate":"29 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043297","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Maner Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Maner Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Maner Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Maner Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Maner Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Maner Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Maner Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Maner Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Maner Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Maner Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}