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| Keyboard |
| Marin Wealth Advisors LLC
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|---|---|
| CRD # | 123237 |
| SEC # | 801-113162 |
| CIK # | |
| AUM | 69.4 M (2026-06-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-458-5880 |
| Address | 4040 Civic Center Dr San Rafael, CA 94903 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 55.0 |
| (b) Individuals (high net worth individuals) | 0 | 9.5 |
| (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 | 2.9 |
| (h) Charitable organizations | 1 | 2.0 |
| (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 | 100 | 69.4 |
| By Discretionary | ||
| Discretionary | 100 | 69.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 69.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.4 | |
| Total | 100 | 69.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TN | 71.0 M |
|
Polaris Financial LLC
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IBN Advisory Services Inc
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|
Tanaka Capital Management Inc
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CT | 69.4 M |
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Capital Management Associates Inc
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|
Santara Wealth Management LLC
✚
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CA | 68.7 M |
|
Structure Wealth Partners LLC
✚
|
FL | 68.2 M |
|
Peak Altitude Partners LP
✚
|
NY | 68.1 M |
|
Black Hill Capital Partners LLC
✚
|
CA | 67.7 M |