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MARIM WEALTH PLANNING
MARIM WEALTH PLANNING, LLC
CRD 325684
1900 S. NORFOLK STREET, SUITE 350, SAN MATEO, CA, 94403, United States
Phone
650-249-3111
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.2M
Discretionary AUM
$30.4M
Team
1 total employees; 1 advisory reps; 26 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $12.6M |
| High net worth individuals | 8 | $18.6M |
All web addresses on file
Official SEC filing: View on IAPD