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, SEC‑registered registered investment adviser organized as an LLC and operating under individual ownership. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client mix includes both individual/family relationships and institutional clients. Fee arrangements combine asset‑based (percentage of AUM) billing with fixed fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator — it relies on external managers rather than running its own alternative funds.