Marin Wealth Advisors LLC

RIASEC & State Registered

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, California-based registered investment adviser that entered SEC registration in 2018. Structured as a limited liability company and owned by an individual, the firm serves both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm’s advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. Marin Wealth Advisors reports it is not an active ESG investor and is not characterized as a multi-state or newly formed adviser.