Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC is an SEC-registered wealth manager in San Anselmo, CA with $375.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Marin Bay Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289184, SEC 801-111030, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $375.6M (2026-01-21)
- Firm type
- Wealth Manager
- Location
- San Anselmo, CA
- Employees
- 2
- Clients
- 133
- CRD
- 289184
- Ownership
- HABERMAN, JOSEPH, MICHAEL; FITZMAURICE, JAMES, PATRICK
How much AUM does Marin Bay Wealth Advisors, LLC have?
Marin Bay Wealth Advisors, LLC reported $375.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Marin Bay Wealth Advisors, LLC?
Disclosed owners and executives of Marin Bay Wealth Advisors, LLC include HABERMAN, JOSEPH, MICHAEL, FITZMAURICE, JAMES, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.