Maner Wealth, LLC
● SEC registered since 2024CRD 308146SEC# 801-129866Lansing, MI
Reg. AUM
$299.5M
Employees
3
Accounts
1,256
Location
Lansing, MI
About Maner Wealth
Maner Wealth provides wealth management through Maner Costerisan, helping clients plan to preserve and pass on what they have built. It offers 401(k) and qualified retirement planning, defined benefit plan management, estate planning, and financial and retirement planning.
Summary based on the firm’s website.
Maner Wealth, LLC assets under management
Maner Wealth, LLC operates as an SEC-registered investment adviser based in Lansing, MI. The firm has been registered since 2024. It reports $299.5 million in regulatory assets under management and employs 3 people.
Maner Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maner, Costerisan & Ellis, P.C. Control | Owner | Over 75% | 2020 |
| Steven M Guipe Control | Cco And Director | Under 5% | 2026 |
Frequently asked questions
How much does Maner Wealth, LLC manage?
Maner Wealth, LLC reports $299.5 million in regulatory assets under management on its Form ADV.
How many employees does Maner Wealth, LLC have?
Maner Wealth, LLC reports 3 employees.
Where is Maner Wealth, LLC located?
Maner Wealth, LLC is based in Lansing, MI and has been SEC-registered since 2024.
Does Maner Wealth, LLC disclose fund performance?
Maner Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912 |
| Phone | 517-323-7500 |
| Office hours | 8 - 5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$299.5M▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$299.5Mregulatory AUM
Discretionary $299.5M