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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marin Bay Wealth Advisors LLC
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|---|---|
| CRD # | 289184 |
| SEC # | 801-111030 |
| CIK # | |
| AUM | $328.7 M (2025-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-944-6457 |
| Address | 321 San Anselmo Ave San Anselmo, CA 94960 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 133 | 328.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 328.7 |
| By Discretionary | ||
| Discretionary | 226 | 213.1 |
| Non-Discretionary | 175 | 115.6 |
| Total | 401 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.7 | |
| Total | 401 | 328.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ballina Capital LLC
✚
|
0.3 | |
|
HFM Investment Advisors LLC
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|
NJ | 0.3 |
|
Cannon Capital Management Inc
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UT | 0.3 |
|
Family Capital Management Inc
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|
MI | 0.3 |
|
Cox Capital Management LLC
✚
|
MA | 0.3 |
|
Platform Wealth Management LLC
✚
|
UT | 0.3 |
|
Altruist Financial Advisors LLC
✚
|
0.3 | |
|
Morey & Quinn Wealth Partners LLC
✚
|
NE | 0.3 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |