MARIN BAY WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SAN ANSELMO, California
- CRD number
- 289184
- Registered since
- August 25, 2017
- Website
- marinwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Marin Bay Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides fee-based portfolio management charged as a percentage of assets under management and also offers selection-of-other-advisers services, indicating it both manages portfolios directly and places client capital with external managers. Its stated preference is equity-oriented investing, with a material tilt toward exchange-traded instruments for core exposures, while retaining flexibility to deploy third‑party alternative managers for illiquid allocations. The firm is not an active ESG investor and does not describe itself as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds22%
- US Government Bonds18%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
2 of 2JOSEPH HABERMAN
Managing MemberCRD 3257349
JAMES FITZMAURICE
Managing MemberCRD 1670867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANSELMO, CA
MARIN
Location
SAN ANSELMO, CA
Headquartered in SAN ANSELMO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 321 San Anselmo Ave
- Time zone
- PT (UTC-8)
- Office locations
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