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, Hourly Charges, 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 a limited liability company and SEC-registered in 2018. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is delivered through a mix of asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator to third-party private funds.