RIA · CRD 325684SEC-Registered

Updated:

MARIM WEALTH PLANNING

MARIM WEALTH PLANNING is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages $31 million in assets, $30 million on a discretionary basis.

MARIM WEALTH PLANNING

MARIM WEALTH PLANNING is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages $31 million in assets, $30 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Does MARIM Wealth Planning manage assets directly?

There is no public record of MARIM offering direct asset management or discretionary investment mandates. The firm's naming and limited visible footprint emphasize wealth planning, tax structuring, and fiduciary coordination. Any investment activity is likely limited to manager selection or custodial oversight on behalf of private family clients.

Who runs MARIM Wealth Planning?

Principal ownership is not publicly disclosed. The firm maintains no digital presence on professional networks, which is consistent with a boutique advisory operated by a single qualified professional—often a lawyer or tax specialist—serving a tightly held client base through referral.

How does MARIM source its clients?

Given the absence of public marketing, MARIM almost certainly acquires clients through closed professional networks—typically referrals from international law firms, private banks, or existing family relationships. This is standard for fiduciary boutiques handling sensitive cross-border planning.

Is MARIM Wealth Planning a single-family or multi-family office?

Based on the firm's opaque structure and emphasis on private wealth planning, it likely operates as either a multi-family advisory firm or an embedded office serving a single extended family with complex international affairs. No public registrations clarify the distinction.

What makes MARIM different from a typical investment-focused family office?

MARIM's core proposition appears to be legal and tax structuring, not principal investing. While most family offices brand themselves around deal flow and asset allocation, MARIM positions around 'planning'—suggesting its value proposition lies in protecting and transitioning wealth across borders rather than generating returns.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles