On November 13, 2018, Mariner Wealth Advisors announced its acquisition of Patriot Wealth Management.
Under the terms of the agreement, Patriot Wealth Management Inc. (“Patriot”) will become part of Mariner Wealth Advisors’ (“Mariner”) effective January 1, 2019. Further terms of the deal were not disclosed.
Mariner, founded in 2006, is a Kansas-based wealth advisory firm with more than $23 billion in client assets under advisement.
Patriot, founded in 2004, is a financial management firm and an SEC Registered Investment Advisor with $792.84 million in assets under management and $1.86 billion in locally managed assets.
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