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| Marin Bay Wealth Advisors LLC
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|---|---|
| CRD # | 289184 |
| SEC # | 801-111030 |
| CIK # | 0002109834 |
| AUM | 375.6 M (2026-01-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-425-6492 |
| Address | 321 San Anselmo Ave San Anselmo, CA 94960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109834 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.0 | ||
| Chevron Corp | 8.0 | ||
| SPDR Gold Trust | 7.1 | ||
| Nvidia Corp | 5.5 | ||
| Amazon Com Inc | 4.7 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Microsoft Corp | 2.8 | ||
| Facebook Inc | 2.5 | ||
| Broadcom Inc | 2.5 | ||
| Visa Inc | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| Alphabet Inc | 1.7 | ||
| Tesla Motors Inc | 1.7 | ||
| Wells Fargo & Co/MN | 1.7 | ||
| GS Acquisition Holdings Corp | 1.5 | ||
| Mastercard Inc | 1.2 | ||
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| 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 | 375.6 |
| (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 | 407 | 375.6 |
| By Discretionary | ||
| Discretionary | 231 | 248.3 |
| Non-Discretionary | 176 | 127.3 |
| Total | 407 | 375.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.6 | |
| Total | 407 | 375.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109834] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |
|
Rhodes Investment Advisors Inc
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TX | 376.3 M |
|
Concorde Financial Corporation
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TX | 376.2 M |
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Stonecrest Wealth Management Inc
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AZ | 375.8 M |
|
Prosperity Advisers LLC
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PA | 375.8 M |
|
Cultivar Capital Inc
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|
TX | 375.1 M |
|
Bear Mountain Capital Inc
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|
WA | 375.0 M |
|
St Johns Investment Management Company LLC
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|
FL | 374.8 M |
|
Cibest Capital Advisory Services LLC
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|
FL | 374.8 M |
|
Strategent Financial LLC
✚
|
VA | 374.7 M |