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MARIN WEALTH ADVISORS LLC
CRD 123237File 801-113162
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Sep 25, 2026
Regulatory AUM
$76.1M
Bottom 25% of cohort (national)
Discretionary AUM
$71.5M
Non-discretionary $4.6M
Clients
97
213 accounts
Employees
5
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 8, 2018
- Principal office
- 4040 CIVIC CENTER DR., SUITE 200, SAN RAFAEL, CA, 94903
- Phone
- 415-458-5880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $76.1M
- Discretionary AUM
- $71.5M
- Non-discretionary AUM
- $4.6M
- Discretionary accounts
- 210
- Non-discretionary accounts
- 3
- Total accounts
- 213
- AUM per client
- $785K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.8M |
| High net worth individuals | 19 | $49.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 75 | $22.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 3 | 5 | increased by2 |
| Aug 1, 2026 | Clients | 95 | 97 | increased by2 |
| Aug 1, 2026 | AUM | $69,424,906 | $76,133,785 | increased by$6,708,879 |
| Aug 1, 2026 | Accounts | 100 | 213 | increased by113 |
| Apr 1, 2026 | Clients | 383 | 95 | decreased by288 |
| Apr 1, 2026 | AUM | $356,959,178 | $69,424,906 | decreased by$287,534,272 |
| Apr 1, 2026 | Accounts | 938 | 100 | decreased by838 |
| Feb 1, 2026 | Employees | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 357 | 383 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $310,772,480 | $356,959,178 | increased by$46,186,698 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 801 | 938 | increased by137 |
| Apr 1, 2022 | Clients | 331 | 357 | increased by26 |
| Apr 1, 2022 | AUM | $266,242,725 | $310,772,480 | increased by$44,529,755 |
| Apr 1, 2022 | Accounts | 758 | 801 | increased by43 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARIN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARIN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.