Profile Preview — Altss
Marin Bay Wealth Advisors, LLC Overview
Type
Multi Family Office
General Information
Marin Bay Wealth Advisors, LLC is a multi-family office headquartered in Sausalito. Founded in 2017, the firm was established by investment professionals Joseph Haberman and James Fitzmaurice to provide fee-based, discretionary and non-discretionary portfolio management, holistic financial planning and adviser-selection services for affluent families across nine states, and it supervises close to $290 million in regulatory assets under management .
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
1 Harbor Drive, Sausalito, CA, United States
Portfolio & Notable Allocations
Altss Insights
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters