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Marin Wealth Advisors LLC

● SEC registered since 2018CRD 123237SEC# 801-113162San Rafael, CA
Export (members)
Reg. AUM
$69.4M
Employees
3
Accounts
100
Location
San Rafael, CA

Marin Wealth Advisors LLC assets under management

Marin Wealth Advisors LLC is an investment advisory firm registered with the SEC based in San Rafael, CA. The firm has been registered since 2018. It reports $69.4 million in regulatory assets under management and employs 3 people.

Marin Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Charles Hunter ControlPrincipal & CcoOver 75%2002

Frequently asked questions

How much does Marin Wealth Advisors LLC manage?

Marin Wealth Advisors LLC reports $69.4 million in regulatory assets under management on its Form ADV.

How many employees does Marin Wealth Advisors LLC have?

Marin Wealth Advisors LLC reports 3 employees.

Where is Marin Wealth Advisors LLC located?

Marin Wealth Advisors LLC is based in San Rafael, CA and has been SEC-registered since 2018.

Does Marin Wealth Advisors LLC disclose fund performance?

Marin Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4040 Civic Center Dr., Suite 200, San Rafael, CA 94903
Phone415-458-5880
Office hours6:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$69.4M▼ 81%
Mar '25 — $357MApr '25 — $357MMay '25 — $357MJun '25 — $357MJul '25 — $357MAug '25 — $357MSep '25 — $357MOct '25 — $357MNov '25 — $357MDec '25 — $357MJan '26 — $357MFeb '26 — $357MMar '26 — $69.4MApr '26 — $69.4MMay '26 — $69.4MJun '26 — $69.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$69.4Mregulatory AUM
Discretionary $69.4M