Nathan Jeffrey Whitson
Investment adviser representative at Maner Wealth
22 yearsExperience
1 stateRegistered in
$299.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Maner Wealth, LLCOct 2020 to now
- Triad Advisors, LLCAug 2018 to Oct 2020
- Michigan Money Management Advisers, LLCJul 2018 to Oct 2020
- Lambright FlooringJan 2017 to Jul 2018
- Njw CoachingJan 2017 to Jun 2018
- Invest Financial CorpJun 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Maner Wealth
Legal name: Maner Wealth, LLC
$299.5MAssets managed
492Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4816543
- Firm CRD
- 308146