What Manwaring Wealth Management does

Manwaring Wealth Management is a financial advisory practice headquartered in Gilbert, Arizona, serving individuals and families in the greater Gilbert metro area with comprehensive wealth management services. Its core offering centers on financial planning, retirement income planning, investment management, tax strategies, estate planning, and risk management/insurance, delivered through advisor-led consultations and supported by a small team — one lead financial advisor (Josh Manwaring, Senior Vice President and CFP) and two client service associates (Parker Roberts and Kerri Dombroski). Client account access and financial planning workflows rely on third-party RIA infrastructure: Schwab Alliance for custody/account access and eMoney for planning; no proprietary technology, AI capabilities, or custom software platforms are disclosed. The firm holds no patents, trademarks, or proprietary technology assets.

Name

Manwaring Wealth Management

Legal name

Manwaring Wealth Management

Website

https://manwaringwealth.com

Company type

Private

Founded year

2023

Operating status

Acquired

Headcount range

1–10 employees

Short description

Manwaring Wealth Management is a Gilbert, Arizona-based financial advisory practice serving individuals and families with financial planning, retirement income, tax, and estate planning services, managing $164M+ in client assets as a subsidiary of Wealth Enhancement Group following its August 2025 acquisition.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Gilbert

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory and wealth management services, likely charging fees based on assets under management (AUM). As a registered financial advisory practice, revenue is derived from ongoing advisory relationships with clients overseeing $164+ million in combined assets.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Manwaring Wealth Management is a financial advisory firm providing comprehensive wealth management services to individuals and families in the greater Gilbert, Arizona area, including financial planning, retirement income planning, tax planning, investment management, and estate planning. The firm manages over $164 million in client assets and operates as a regional advisory unit within Wealth Enhancement Group's national advisory network following its August 2025 acquisition. Services are delivered through personalized advisor-led consultations, supported by third-party client portals (Schwab Alliance and eMoney), and include specialized offerings for high-net-worth clients and businesses.

Product overview

Manwaring Wealth Management, now part of Wealth Enhancement Group, operates as a financial advisory firm offering comprehensive wealth management services. The core offering is the Comprehensive Wealth Management platform, which integrates multiple service modules including Tax Strategies, Investment Management, Risk Management & Insurance, Estate Planning, Retirement Income Planning, Financial Planning, and Annuities. Additional specialized services include Tax Preparation, Trust Services, Private Client (for high-net-worth individuals), Special Needs Planning, and Employee Retirement Account Management. For business clients, the firm offers Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Program services. The firm was acquired by Wealth Enhancement Group in August 2025, adding over $164 million in client assets to their network.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Core holistic wealth management service providing integrated financial guidance including tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities for individuals and families.
• Tax Preparation Standalone tax preparation services for individuals and businesses seeking professional tax filing and planning support.
• Trust Services Trust management and administration services offered through Wealth Enhancement Trust Services, Inc. for clients needing trust structuring and oversight.
• Private Client Wealth Management Tailored wealth management services designed for high-net-worth individuals and families requiring more sophisticated and customized financial guidance.
• Special Needs Planning Specialized financial planning services for families with special needs dependents, addressing long-term care, government benefits, and financial security planning.
• Employee Retirement Account Management Management services for employer-sponsored retirement accounts, helping individuals optimize their workplace retirement plan investments.
• Retirement Plan Consulting Consulting services for businesses regarding retirement plan design, implementation, and ongoing management for their employees.
• Business Growth & Exit Planning Strategic planning services for business owners preparing for exit or growth transitions, including valuation, succession, and tax considerations.
• Employee Benefits Program Design and management of employee benefits programs for businesses, supporting attraction and retention through comprehensive benefits offerings.

Quantifiable outcome

• $164+ million in client assets managed

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Wealth Enhancement GroupcoreStrategic or Co-development Partner · 7 August 2025Wealth Enhancement Group acquired Manwaring Wealth Management, adding over $164 million in client assets and a team of advisors and support staff to their advisory network. The acquisition emphasizes a client-centric approach focused on comprehensive financial services, expanding Wealth Enhancement's presence in the Gilbert, Arizona market.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Focus Financial Partners: Leading RIA consolidator partnering with/acquiring independent wealth management firms — directly comparable roll-up model to the Manwaring-Wealth Enhancement transaction.
• Cetera Financial Group: Large multi-channel IBD/RIA services platform supporting thousands of independent financial advisors serving mass-affluent and HNW clients with financial planning and investment advisory — overlapping service set and advisor-team delivery model.
• Cambridge Investment Research: Independent broker-dealer and RIA supporting thousands of financial advisors serving individuals and families with planning-led wealth management — comparable platform-and-advisor model.
• Edelman Financial Engines: Large national RIA serving individuals and families with financial planning, investment management, and retirement income services; comparable in targeting mass-affluent and retirement-ready households.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting financial advisors offering holistic planning and investment management to individuals and families; comparable in serving small advisor teams with comprehensive wealth services.

Direct peers

• Mariner Wealth Advisors: National RIA consolidator actively acquiring independent wealth management firms across regions and integrating them into a centralized platform with holistic financial planning, tax, and estate services — directly comparable acquisition-and-platform model.
• Wealth Enhancement Group: Parent acquirer and registered investment advisor offering the same comprehensive wealth management modules (tax strategies, investment management, estate planning, retirement income planning, trust services) that the Manwaring Team now delivers under the WEG brand.
• Mercer Advisors: Large RIA consolidator with a multi-state advisor network that acquires small/mid-sized wealth management practices and integrates them into a national platform offering comprehensive financial planning — directly analogous to the Wealth Enhancement Group model of which Manwaring is now a part.
• Carson Group: RIA and business coaching platform that partners with/acquires advisor teams to scale comprehensive financial planning practices serving individuals and families — comparable advisor-team model and client segment to Manwaring.
• Creative Planning: Large national RIA providing comprehensive financial planning, investment management, tax, and estate services for individuals and families — same target segment and service breadth as the Manwaring Team.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/manwaringwealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Manwaring Wealth Management