# Marin Wealth Advisors

Marin Wealth Advisors is a Bank / Wealth / Trust based in San Rafael, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** Novato, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.marinwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/marin-wealth-advisors

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [Marin Financial Advisors](https://altss.com/profile/marin-financial-advisors)
- [Marine and Shipbuilders Local 506 Pension Plan](https://altss.com/profile/marine-and-shipbuilders-local-506-pension-plan)

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Last updated: 2026-07-08T22:13:30.060Z

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