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 registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is individually owned and serves both individual/family clients and institutional clients, positioning itself as a fee-based wealth manager that combines financial planning with portfolio management services for individuals and small businesses. Its documented advisory activities include financial planning, portfolio management and pension consulting services; the profile also indicates the firm is not classified as a capital allocator and does not identify as an active ESG investor. The firm's fee arrangements are a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports a blend of ongoing discretionary portfolio management and project-based planning work. Marin Wealth Advisors is described as an independent RIA rather than a branch of a broker-dealer or multi-state advisory network.