MARIM WEALTH PLANNING

Overview

Marim Wealth Planning is an independent registered investment adviser that focuses on serving individual and family clients with advisory services centered on financial planning, discretionary portfolio management and selection of outside advisers. The firm operates as a capital allocator, meaning it selectively places client capital with outside managers when those solutions fit client objectives. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning or project work. The firm reports a clear preference for equity exposure and does not identify as an active ESG investor. Advisory work concentrates on individuals and small-business owners; the firm provides comprehensive planning and implements portfolios directly on a discretionary basis for most clients, while retaining non-discretionary relationships where appropriate. Custody is concentrated with Charles Schwab & Co., Inc., which houses the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices