| 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 |
Marin Bay Wealth Advisors, LLC reports $328.7 million in regulatory assets under management on its Form ADV.
Marin Bay Wealth Advisors, LLC reports 2 employees.
Marin Bay Wealth Advisors, LLC is based in San Anselmo, CA and has been SEC-registered since 2017.
Marin Bay Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $213.1M |
| Non-discretionary | $115.6M |
| Total (RAUM) | $328.7M |