Marina Wealth Advisors

Overview

Marina Wealth Advisors is a small, independent registered investment adviser structured as an LLC and run by an individual owner. The firm serves wealthy individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. It operates primarily as a discretionary manager — nearly all assets are managed under discretionary authority — and positions public mutual funds as the core of client portfolios while using third‑party managers to access alternative strategies. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements for planning or limited projects. Marina Wealth Advisors does not market itself as an ESG-focused manager and is not organized as a multi-state adviser. Its advisory model emphasizes direct portfolio construction using widely available public funds, with targeted allocations to private market and structured products when appropriate for client goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices