Mariner Wealth Advisors - aVenture Asset Manager Research
Location
Overland Park, KS, US
Founded
2006
Mariner Wealth Advisors is a national wealth advisory firm focusing on comprehensive financial services for individuals and businesses. Their investment approach spans wealth planning, investment management, tax planning, estate planning, trust services, and insurance solutions. The firm typically engages in seed-stage investments, demonstrating an interest in early-stage companies.
Notable portfolio companies include Dispatch and Snappy Kraken. Mariner Wealth Advisors emphasizes preserving wealth and building legacies for future generations. The firm's philosophy centers on achieving and maintaining financial peace of mind for clients, offering a range of services to support both personal and business financial goals.
Mariner Wealth Advisors - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count2
Total Portfolio Exits1
Top Investment Stages
Seed2 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.