MARINA WEALTH ADVISORS

MARINA WEALTH ADVISORS is an SEC-registered investment adviser (CRD 311567). Regulatory assets under management: $36.3M.

Registration

• CRD: 311567
• Type: Registered investment adviser
• Phone: (310) 817-0744
• Latest filing: 2026-03-27
• Regulatory AUM: $36.3M
• Discretionary AUM: $35.9M
• Non-discretionary AUM: $344K
• Clients: 2
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311567 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search