# Maner Wealth

> Maner Wealth is an SEC-registered investment advisory firm in Lansing, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 308146
- Filed as: MANER WEALTH
- Legal name: Maner Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308146
- AdvisorCensus page: https://advisorcensus.com/firm/maner-wealth-lansing-mi-308146

## Quick answers

**How is Maner Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Maner Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Maner Wealth located?**
Maner Wealth's principal office is in Lansing, MI, according to its Form ADV.

**Is Maner Wealth registered with the SEC or a state?**
Maner Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 308146.

**How much does Maner Wealth manage?**
Maner Wealth reports $299,490,655 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Maner Wealth's assets and staff changed since 2024?**
In the Form ADV data for Maner Wealth: Regulatory assets under management: $172,694,110 in the October 2024 data and $299,490,655 in the October 2026 data, up 73%. Total employees: 6 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maner Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (409); high net worth individuals (42); corporations or other businesses not listed above (26).

**Which custodians does Maner Wealth use?**
Maner Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Maner Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308146

**Does Maner Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated April 29, 2026 says: "There is no account minimum."

**What changed in Maner Wealth's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $248,311,988 to $299,490,655 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: None

> There is no account minimum.

- Minimum annual fee: $5,000

> We charge fees based on a percentage of your assets under management; however, we do charge a minimum annual fee of at least $5,000.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $299,490,655
- Discretionary: $299,490,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 409 | $95,237,555 |
| High net worth individuals | 42 | $99,260,925 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $7,632,202 |
| Charitable organizations | 5 | $1,415,783 |
| State or municipal government entities (including government pension plans) | 5 | $22,328,527 |
| Corporations or other businesses not listed above | 26 | $73,615,663 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- manerwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $172,694,110 | 6 | April 10, 2024 |
| October 2025 | $248,311,988 | 4 | March 28, 2025 |
| October 2026 | $299,490,655 | 3 | April 29, 2026 |

Regulatory assets under management: $172,694,110 in the October 2024 data and $299,490,655 in the October 2026 data, up 73%.
Total employees: 6 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $248,311,988 to $299,490,655 (+21%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maner Wealth (CRD 308146): Form ADV filing data as of October 2026.