MARIM WEALTH PLANNING

MARIM WEALTH PLANNING of SAN MATEO, CA is an SEC-registered investment adviser (CRD 325684). Regulatory assets under management: $31.2M.

Registration

• CRD: 325684
• Type: Registered investment adviser
• Location: 1900 S. NORFOLK STREET, SAN MATEO, CA, 94403
• Phone: 650-249-3111
• Latest filing: 2026-03-09
• Regulatory AUM: $31.2M
• Discretionary AUM: $30.4M
• Non-discretionary AUM: $707K
• Clients: 1
• Accounts: 115

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 325684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search