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Marin Wealth Advisors LLC

● SEC registered since 2018CRD 123237SEC# 801-113162Novato, CA
Export (members)
Reg. AUM
$357M
Employees
5
Accounts
938
Location
Novato, CA

Marin Wealth Advisors LLC assets under management

Marin Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Novato, CA. The firm has been registered since 2018. It reports $357 million in regulatory assets under management and employs 5 people.
www.marinwealthadvisors.comView on SEC.gov ↗

Marin Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Gerald Alexander FeglerChief Compliance Officer10-25%2017
Michael James CastroPrincipal10-25%2019
Robert Charles Hunter ControlPrincipal50-75%2002

Frequently asked questions

How much does Marin Wealth Advisors LLC manage?

Marin Wealth Advisors LLC reports $357 million in regulatory assets under management on its Form ADV.

How many employees does Marin Wealth Advisors LLC have?

Marin Wealth Advisors LLC reports 5 employees.

Where is Marin Wealth Advisors LLC located?

Marin Wealth Advisors LLC is based in Novato, 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

Address371 Bel Marin Keys Blvd., Suite 135, Novato, CA 94949
Phone415-458-5880
Office hours6:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$357M
Non-discretionary$0
Total (RAUM)$357M