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- Custodian
- Assetmark · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Insight signalFusion
- Established Date
- 06-29-2023
- Office Locations
- 1
Office Locations
About Marim Wealth Planning
Marim Wealth Planning is a CA-registered RIA providing ongoing comprehensive financial planning (separate monthly planning fee) and investment management, with a specialty in complex tax situations such as RSU income, rental properties, and highly variable income; it also offers tax preparation for select planning clients. Founded by Mira M. Ma, CFP®, EA, Marim integrates planning across taxes, real estate, and portfolios and supports clients via RightCapital; custody access via Schwab.
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Owner & Executives
MIRA MARY MA
Chief Compliance Officer, FOUNDER, Principal
- CRD
- #3091668
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,445,039 | -- |
| Non-Discretionary | $707,495 | -- |
| Total | $31,152,534 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,152,534
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,590,657,924 | 30.9% |
| Public Funds | $2,357,674,205 | 45.8% |
| Municipal Bonds | $1,199,428,144 | 23.3% |
| Total | $5,147,760,273 | 100.0% |