Marin Bay Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Marin Bay Wealth Advisors LLC
CRD #289184
SEC #801-111030
CIK #
AUM $289.8 MM (2024-02-20)
Employees 2 (100% Investors, 0% Brokers)
Phone415-944-6457
Address1 Harbor Dr Suite 300
Sausalito, CA 94965
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 132 289.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 375 289.8
By Discretionary
Discretionary 212 181.4
Non-Discretionary 163 108.4
Total 375 289.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 289.8
Total 375 289.8
Comparable Firms State AUM ($BB)
Flywheel Private Wealth LLC
CA 0.3
Pollock Investment Advisors LLC
MI 0.3
Dam2019 LLC
GA 0.3
Gunpowder Capital Management LLC
MD 0.3
MN Wealth Advisors LLC
KS 0.3
Fiduciary Planning LLC
FL 0.3
Evans Investment Advisors LLC
LA 0.3
Asset Planning Services Inc
LA 0.3
Invenio Wealth Partners LLC
FL 0.3
Lowery Thomas LLC
CA 0.3
Terms | Privacy | Guide
tony@aum13f.com