MARIN BAY WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$376M
Discretionary
$248M
66% of AUM
Avg account
$923K
Accounts
407
Employees
2
Advisory reps
2

Firm details

Headquarters
SAN ANSELMO, California
CRD number
289184
Registered since
August 25, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 22%, US Government Bonds 18%, State & Local Bonds 3%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds22%
  • US Government Bonds18%
  • State & Local Bonds3%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JOSEPH HABERMAN

    Managing MemberCRD 3257349

  • JAMES FITZMAURICE

    Managing MemberCRD 1670867

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth