MARIN WEALTH ADVISORS LLC

MARIN WEALTH ADVISORS LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 123237). Regulatory assets under management: $76.1M.

Registration

• CRD: 123237
• SEC file number: 801-113162
• Type: Registered investment adviser
• Location: 4040 CIVIC CENTER DR., SUITE 200, SAN RAFAEL, CA, 94903
• Phone: 415-458-5880
• Latest filing: 2026-07-30
• Regulatory AUM: $76.1M
• Discretionary AUM: $71.5M
• Non-discretionary AUM: $4.6M
• Clients: 5
• Accounts: 213

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search