Marin Bay Wealth Advisors, LLC
● SEC registered since 2017CRD 289184SEC# 801-111030San Anselmo, CA
Reg. AUM
$375.6M
Employees
2
Accounts
407
Location
San Anselmo, CA
Marin Bay Wealth Advisors, LLC assets under management
Marin Bay Wealth Advisors, LLC is an SEC-registered investment adviser based in San Anselmo, CA. The firm has been registered since 2017. It reports $375.6 million in regulatory assets under management and employs 2 people.
Marin Bay Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Patrick Fitzmaurice Control | Managing Member | 50-75% | 2017 |
| Joseph Michael Haberman Control | Managing Member And Chief Compliance Officer | 25-50% | 2017 |
Frequently asked questions
How much does Marin Bay Wealth Advisors, LLC manage?
Marin Bay Wealth Advisors, LLC reports $375.6 million in regulatory assets under management on its Form ADV.
How many employees does Marin Bay Wealth Advisors, LLC have?
Marin Bay Wealth Advisors, LLC reports 2 employees.
Where is Marin Bay Wealth Advisors, LLC located?
Marin Bay Wealth Advisors, LLC is based in San Anselmo, CA and has been SEC-registered since 2017.
Does Marin Bay Wealth Advisors, LLC disclose fund performance?
Marin Bay Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 321 San Anselmo Ave., San Anselmo, CA 94960 |
| Phone | 415-425-6492 |
| Office hours | 8-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$375.6M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$375.6Mregulatory AUM
Discretionary $248.3MNon-discretionary $127.3M