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⚲
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| Mount Tamalpais Asset Management LLC
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|
|
|---|---|
| CRD # | 301017 |
| SEC # | 801-132936 |
| CIK # | 0002035554 |
| AUM | $262.5 M (2026-03-24) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 415-723-8300 |
| Address | 900 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 61.2 |
| (b) Individuals (high net worth individuals) | 74 | 200.9 |
| (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 | 1 | 0.1 |
| (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 | 2 | 0.3 |
| Total | 689 | 262.5 |
| By Discretionary | ||
| Discretionary | 689 | 262.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 689 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.5 | |
| Total | 689 | 262.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002035554] |
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|---|---|---|
|
WYZE Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.3 |
|
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|
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|
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|
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|
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|
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|
Utopia Wealth Management LLC
✚
|
FL | 0.3 |
|
Prevail Wealth Management LLC
✚
|
WA | 0.3 |
|
Trustwell Financial Advisors LLC
✚
|
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