Marin Wealth Advisors LLC

RIASEC RegisteredEst. 2018

Total AUM

$69.4M

Discretionary

$69.4M

100% of AUM

Avg account

$694K

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: San Rafael, California
CRD number: 123237
Registered since: June 8, 2018
Website: marinwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals79.22%
HNWI13.64%
Pension & Profit Sharing Plans4.2%
Charitable Organizations2.94%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Marin Wealth Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2018. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator or related adviser in the snapshot data.