MARIN BAY WEALTH ADVISORS, LLC

1 Harbor Dr. Suite 300
Sausalito, California 94965
Tel: 415-944-6457

About MARIN BAY WEALTH ADVISORS, LLC

MARIN BAY WEALTH ADVISORS, LLC, formally registered with the SEC as MARIN BAY WEALTH ADVISORS, LLC. The firm was established in 08/25/2017. They have over 1 offices throughout the country.

MARIN BAY WEALTH ADVISORS, LLC is a Sausalito, California based Financial Planning firm with nearly $328,728,580 assets under management, offering retirement planning & investment advisory services to 401 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289184
SEC#	801-111030
Assets Managed by Firm	$328,728,580
No. of Clients	401
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	401	$328,728,580
High net worth individuals	133	$328,728,580

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