Marin Wealth Advisors LLC
Marin Wealth Advisors LLC is an SEC-registered mass-market adviser in Novato, CA with $69.4M assets under management (AUM, regulatory AUM), -81% over one year. See who owns Marin Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123237, SEC 801-113162, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $69.4M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Novato, CA
- Employees
- 3
- Clients
- 95
- CRD
- 123237
- Ownership
- HUNTER, ROBERT, CHARLES; FEGLER, GERALD, ALEXANDER; CASTRO, Michael, JAMES; BEST, WAYNE, CAMERON
How much AUM does Marin Wealth Advisors LLC have?
Marin Wealth Advisors LLC reported $69.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Marin Wealth Advisors LLC?
Disclosed owners and executives of Marin Wealth Advisors LLC include HUNTER, ROBERT, CHARLES, FEGLER, GERALD, ALEXANDER, CASTRO, Michael, JAMES, BEST, WAYNE, CAMERON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.