Marin Wealth Advisors LLC

RIASEC RegisteredEst. 2018

Total AUM

$76.1M

Discretionary

$71.5M

94% of AUM

Avg account

$357K

Accounts

213

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, Fixed Fees
Client types: HNWI64.41%
Individuals28.98%
Charitable Organizations3.64%
Pension & Profit Sharing Plans2.97%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Marin Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2018. The firm is owner-operated and serves both individual & family clients and institutional relationships. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. Marin Wealth Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.