RIA Intel›Advisers›California›MARIN BAY WEALTH ADVISORS, LLC

MARIN BAY WEALTH ADVISORS, LLC

Advisory

N·SAN ANSELMO, CA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM

$376M

1-Year AUM Growth

+8.6%

3-Year CAGR

+0.8%

Employees

2

Assets Under Management

Total AUM$376M

Discretionary AUM$248M

Non-Discretionary AUM$127M

Discretionary %66.1%

Total Clients133

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingJul 20, 2017

Latest FilingJan 21, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARIN BAY WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.