Overview
Assets Under Management: $357 million
Headquarters: NOVATO, CA
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Frequently Asked Questions
MARIN 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 #123237), MARIN WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
MARIN WEALTH ADVISORS LLC is headquartered in NOVATO, CA.
MARIN WEALTH ADVISORS LLC serves 107 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, MARIN WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MARIN WEALTH ADVISORS LLC manages $357 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, MARIN WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 938
Discretionary Accounts: 938
Regulatory Filings
CRD Number: 123237
Filing ID: 2029836
Last Filing Date: 2025-11-24 18:40:38
Website: 1