Manske Wealth Management, Llc
- Regulatory AUM
- $707M
- Discretionary
- $707M
- Clients
- 502
- Avg AUM / client
- $1.4M
- Accounts
- 502
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 480 | $672M | 95.1% |
| Pension and profit sharing plans | 22 | $35.0M | 4.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mc2 Civil, Llc 401(k) Plan Mc2 Civil, Llc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Robert Manske | Managing Member / Chief Compliance Officer | CFP | Aug 2012 (14y) | 75% or more |
| Zachary Hunter Welborn | Registered representative | Apr 2017 (9y) | ||
| Elijah John Lopez | Registered representative | Apr 2017 (9y) | ||
| Chance Burroughs | Registered representative | May 2021 (5y) | ||
| Michael Scott Brinkley | Registered representative | Nov 2022 (4y) | ||
| Diane Avery Bambace | Registered representative | Apr 2024 (2y) | ||
| Thao T Ho | Registered representative | Jun 2024 (2y) | ||
| Hoang Khoi Minh Ly | Registered representative | Jul 2025 (1y) | ||
| Daylon Reece Farmer | Registered representative | Dec 2025 (1y) | ||
| Dylan Walther | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mc2 Civil, Llc 401(k) Plan | Mc2 Civil, Llc | 358 | $10.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WE WERE SUED BY A SON OF A DECEASED CLIENT WHO SAYS WE WRONGLY INFLUENCED HIS MOTHER YEARS AGO TO LEAVE HIM SOME OF HER MONEY INSTEAD OF ALL OF IT. Status: Pending Summary: WE WERE SUED BY A SON OF A DECEASED CLIENT WHO SAYS WE WRONGLY INFLUENCED HIS MOTHER YEARS AGO TO LEAVE HIM SOME OF HER MONEY INSTEAD OF ALL OF IT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗