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Marin Wealth Advisors
Marin Wealth Advisors is an SEC-registered investment adviser in San Anselmo, CA, registered since 2017. The firm manages $376 million in assets, with $248...
Marin Wealth Advisors
Marin Wealth Advisors is an SEC-registered investment adviser in San Anselmo, CA, registered since 2017. The firm manages $376 million in assets, with $248 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
Novato, CA, United States
Sector focus
Frequently asked questions
What succession or next-generation leadership plans are publicly disclosed?
Marin Wealth Advisors has not publicly named a next-tier leadership team or outlined a formal multi-generational succession plan. For a family office or high-net-worth client evaluating advisor continuity over decades, that absence is a practical diligence item — the firm's long-term governance structure beyond its current principals is not attested in the public record.
Profile maintained by Altss 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.
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