RIA Intel›Advisers›California›MARIM WEALTH PLANNING, LLC

MARIM WEALTH PLANNING, LLC

Advisory

SAN MATEO, CA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,911

of 5,480 advisers by AUM

Average account

$271K

across 115 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$30M

Non-Discretionary AUM$707K

Discretionary %97.7%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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