Overview
Assets Under Management: $329 million
Headquarters: SAUSALITO, CA
High-Net-Worth Clients: 133
Average Client Assets: $2 million
Frequently Asked Questions
MARIN BAY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289184), MARIN BAY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
MARIN BAY WEALTH ADVISORS, LLC is headquartered in SAUSALITO, CA.
MARIN BAY WEALTH ADVISORS, LLC serves 133 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, MARIN BAY WEALTH ADVISORS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
MARIN BAY WEALTH ADVISORS, LLC manages $329 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, MARIN BAY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 401
Discretionary Accounts: 226
Non-Discretionary Accounts: 175
Regulatory Filings
CRD Number: 289184
Last Filing Date: 2025-01-29 00:00:00
Website: https://marinbaywealthadvisors.com