Mariner Managed Account Solutions, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 151664
· SEC file 801-71691
· Overland Park,, KS
· www.linkedin.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.7B
- Clients
- 3,537
- Avg AUM / client
- $783K
- Accounts
- 6,147
- Employees
- 13
AUM over time
$212M
$2.8B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,491 | $2.3B | 84.7% |
| High net worth individuals | 46 | $424M | 15.3% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Danhakl, John, Glenn | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Danhakl Revocable Trust (indirect) | |
| Sokoloff, Jonathan, Davis | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Sokoloff Family Trust (indirect) | |
| Bicknell, Cheryl, Renee | Chief Operating Officer | Jul 2021 (5y) | Less than 5% | |
| Henson, Gary, Paul | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Martin Christopher Bicknell | Chief Executive Officer | Jul 2021 (5y) | Less than 5% | |
| Seiffer, Jonathan, Adam | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Anne Jenelle Dorian | General Counsel | Jan 2024 (3y) | Less than 5% | |
| Kiefer Goldenberg, Maureen, Kim | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Poe, Jeffrey, Allen | Chief Financial Officer | Jan 2024 (3y) | Less than 5% | |
| Pointer, Kenny | Chief Services Officer | Jan 2024 (3y) | Less than 5% | |
| John Patrick Cogswell | Registered representative | CFA | Feb 2010 (16y) | |
| Joshua Townsend Pierce | Registered representative | CFP | Feb 2010 (16y) | |
| Stuart Weinel Long | Registered representative | CFA | Jul 2011 (15y) | |
| Ethan Macdougall Somers | Registered representative | CFA | Apr 2016 (10y) | |
| Andy Mai | Registered representative | CFA | Apr 2020 (6y) | |
| Justin Marzilli Brown | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mariner Wealth Advisors | Managing Member | Jan 2024 | A | 75% or more |
| Green Equity Investors Side Viii L.P. | Member | Apr 2021 | B | 75% or more of Gei Viii Mw Blocker Llc (indirect) |
| Leonard Green & Partners, L.P. | Manager | Jul 2014 | B | 75% or more of Peridot Coinvest Manager Llc (indirect) |
| Emerald Holdings Ii, L.P. | Limited Partner | Nov 2022 | B | 75% or more of Lgp Feeder. L.P. (indirect) |
| Mariner Wealth Advisors, Llc | Managing Member | Sep 2008 | B | ≈ 56.25% – 100% via Mariner Wealth Advisors |
| Gei Viii Mw Blocker Llc | Member | Apr 2021 | B | 50% – 75% of Gei Viii Mw Aggregator Llc (indirect) |
| Lgp Feeder. L.P. | Limited Partner | Nov 2022 | B | 50% – 75% of Leonard Green & Partners, L.P. (indirect) |
| Gei Viii Mw Aggregator Llc | Member | Jun 2021 | B | 25% – 50% of Mwa Holdco, Llc (indirect) |
| Green Equity Investors Viii L.P. | Member | Apr 2021 | B | 25% – 50% of Gei Viii Mw Aggregator Llc (indirect) |
| The Danhakl Revocable Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| The Sokoloff Family Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| Mwa Midco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mariner Wealth Advisors (indirect) |
| Mwa Holdco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mwa Midco, Llc (indirect) |
| Peridot Coinvest Manager Llc | Manager | Apr 2021 | B | GP / trustee / elected manager of Gei Viii Mw Aggregator Llc (indirect) |
| Gei Capital Viii, Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Green Equity Investors Viii L.P. (indirect) |
| Lgp Management, Inc. | Manager | Dec 2019 | B | GP / trustee / elected manager of Gei Capital Viii, Llc (indirect) |
| Emerald Holdings I, Llc | General Partner | Aug 2016 | B | GP / trustee / elected manager of Emerald Holdings Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mariner Wealth Advisors, Llc: 75% – 100% of Mariner Wealth Advisors × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $2.8B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗