# Marin Bay Wealth Advisors, LLC

> Marin Bay Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Anselmo, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 289184
- Filed as: MARIN BAY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Anselmo, CA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289184
- AdvisorCensus page: https://advisorcensus.com/firm/marin-bay-wealth-advisors-llc-san-anselmo-ca-289184

## Quick answers

**How is Marin Bay Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marin Bay Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marin Bay Wealth Advisors, LLC located?**
Marin Bay Wealth Advisors, LLC's principal office is in San Anselmo, CA, according to its Form ADV.

**Is Marin Bay Wealth Advisors, LLC registered with the SEC or a state?**
Marin Bay Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289184.

**How much does Marin Bay Wealth Advisors, LLC manage?**
Marin Bay Wealth Advisors, LLC reports $375,612,068 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (66% discretionary).

**How have Marin Bay Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Marin Bay Wealth Advisors, LLC: Regulatory assets under management: $283,301,906 in the October 2021 data and $375,612,068 in the October 2026 data, up 33%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marin Bay Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (133).

**Which custodians does Marin Bay Wealth Advisors, LLC use?**
Marin Bay Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Marin Bay Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289184

**What changed in Marin Bay Wealth Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $328,728,580 to $375,612,068 (+14%). Registered or notice-filed in CO, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $375,612,068
- Discretionary: $248,349,305
- Non-discretionary: $127,262,763

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 133 | $375,612,068 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DE, HI, MA, MI, NH, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $283,301,906 | 2 | February 2, 2021 |
| October 2022 | $316,686,699 | 2 | March 3, 2022 |
| October 2023 | $266,943,291 | 2 | February 1, 2023 |
| October 2024 | $289,809,137 | 2 | February 20, 2024 |
| October 2025 | $328,728,580 | 2 | March 17, 2025 |
| October 2026 | $375,612,068 | 2 | January 21, 2026 |

Regulatory assets under management: $283,301,906 in the October 2021 data and $375,612,068 in the October 2026 data, up 33%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $328,728,580 to $375,612,068 (+14%).
- Registered or notice-filed in CO, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marin Bay Wealth Advisors, LLC (CRD 289184): Form ADV filing data as of October 2026.