← Back to search
MARIN BAY WEALTH ADVISORS, LLC
CRD 289184 · SEC 801-111030
321 SAN ANSELMO AVE., SAN ANSELMO, CA, 94960, United States
Phone
415-425-6492
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.6M
Discretionary AUM
$248.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 133 | $375.6M |
States served
CA, CO, DE, MA, MI, NV, OR, WA, TX, NH, HI
Official SEC filing: View on IAPD