Mariner Wealth Advisors - Sacramento

EST. AUM
$360,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Sacramento
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

Mariner acquired Confluence Financial Planning in Q4 2023. Confluence Financial Planning is now Mariner Wealth Advisors.

Platform Details

Investment Preferences

Alternative Activity