# Marin Wealth Advisors LLC

> Marin Wealth Advisors LLC is a state-registered investment advisory firm in San Rafael, CA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 123237
- Filed as: MARIN WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123237
- AdvisorCensus page: https://advisorcensus.com/firm/marin-wealth-advisors-llc-san-rafael-ca-123237

## Quick answers

**How is Marin Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marin Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Marin Wealth Advisors LLC located?**
Marin Wealth Advisors LLC's principal office is in San Rafael, CA, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Marin Wealth Advisors LLC registered with the SEC or a state?**
Marin Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 123237.

**How much does Marin Wealth Advisors LLC manage?**
Marin Wealth Advisors LLC reports $76,133,785 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (94% discretionary).

**How have Marin Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Marin Wealth Advisors LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marin Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (19); charitable organizations (2).

**Does Marin 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123237

**Does Marin Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 20, 2026 says: "There are no account minimums for opening or maintaining an account."

**What changed in Marin Wealth Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Moved from SEC registration to state registration. No longer registered or notice-filed in AZ, MA, NH, NY, OR, TX, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Account minimum: None

> There are no account minimums for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $76,133,785
- Discretionary: $71,534,630
- Non-discretionary: $4,599,155

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $22,066,501 |
| High net worth individuals | 19 | $49,034,632 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,259,207 |
| Charitable organizations | 2 | $2,773,445 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the December 2025 filing
- Oakland, CA

### Websites listed on Form ADV (Item 1.I)
- marinwealthadvisors.com
- Facebook @MARINWEALTHADVISORS
- Instagram @marinwealthadvisors
- LinkedIn @marin-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,242,725 | 8 | March 22, 2021 |
| October 2022 | $310,772,480 | 8 | March 25, 2022 |
| October 2023 | $258,564,085 | 6 | March 29, 2023 |
| October 2024 | $295,995,463 | 6 | March 28, 2024 |
| October 2025 | $356,959,178 | 5 | March 17, 2025 |
| October 2026 | $76,133,785 | 5 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Moved from SEC registration to state registration.
- No longer registered or notice-filed in AZ, MA, NH, NY, OR, TX, WA.

### April 2026
- Regulatory assets under management went from $356,959,178 to $69,424,906 (-81%).

### 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marin Wealth Advisors LLC (CRD 123237): Form ADV filing data as of October 2026.