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MARIN WEALTH ADVISORS LLC
CRD 123237 · SEC 801-113162
4040 CIVIC CENTER DR., SUITE 200, SAN RAFAEL, CA, 94903, United States
Phone
415-458-5880
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.4M
Discretionary AUM
$69.4M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $55.0M |
| Charitable organizations | 1 | $2.0M |
States served
AZ, CA, MA, NY, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD