1 Harbor Dr. Suite 300
Sausalito, California 94965
Tel: 415-944-6457
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 401 | $328,728,580 |
| High net worth individuals | 133 | $328,728,580 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
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