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MARIN BAY WEALTH ADVISORS, LLC
CRD 289184File 801-111030
APPROVED
Retail clients
Filing as of Jan 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$375.6M
Below cohort median (national)
Discretionary AUM
$248.3M
Non-discretionary $127.3M
Clients
133
407 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 25, 2017
- Principal office
- 321 SAN ANSELMO AVE., SAN ANSELMO, CA, 94960
- Phone
- 415-425-6492
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $375.6M
- Discretionary AUM
- $248.3M
- Non-discretionary AUM
- $127.3M
- Discretionary accounts
- 231
- Non-discretionary accounts
- 176
- Total accounts
- 407
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 133 | $375.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.