Marin Wealth Advisors LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

Flat fee: $7,000 to $20,000 (comprehensive or modular financial planning services)

As stated in the firm's Form ADV Part 2A brochure dated August 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$76,133,785 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services

Registration

State-registered investment adviser. Status as filed: APPROVED.

Registered since

2026 (0 years)

Employees

Total: 5. Performing investment advisory functions: 2.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

1 other office, as of the December 2025 filing

Oakland, CA

States registered or notice-filed

1 state or jurisdiction

CA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $266,242,725 in the October 2021 data and $76,133,785 in the October 2026 data, down 71%.

Total employees: 8 in October 2021 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Moved from SEC registration to state registration.
   • No longer registered or notice-filed in AZ, MA, NH, NY, OR, TX, WA.
2. April 2026
   • Regulatory assets under management went from $356,959,178 to $69,424,906 (-81%).
3. February 2026
   • Employees performing advisory functions went from 4 to 2.
   • No longer lists an office in Oakland, CA.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.