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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-2020
- Office Locations
- 1
Office Locations
About Maner Wealth
Maner Wealth (Maner Costerisan) is a Lansing, MI wealth management team serving high-net-worth individuals, families, and business owners with integrated investment management plus retirement income, high-net-worth tax, estate, and risk planning. The firm also supports employers with 401(k)/qualified plan and defined benefit plan management and succession planning, and offers complimentary “Second Opinion” and 401(k) plan comparison reviews. Named to Accounting Today’s Top 150 firms (2023).
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
STEVEN M GUIPE
Chief Compliance Officer, DIRECTOR, Wealth Advisor
- CRD
- #7222119
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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AIDAN MATTHEW KERN
--
- CRD
- #8302595
RICHARD LAWRENCE TANKE JR.
--
- CRD
- #4619156
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,490,655 | $238,448 |
| Non-Discretionary | $0 | -- |
| Total | $299,490,655 | $238,448 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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