CRD: 289184
Marin BAY Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2017
- Office Locations
- 1
Office Locations
About Marin BAY Wealth Advisors, LLC
Marin Bay Wealth Advisors is a California-based fiduciary RIA providing financial planning and investment management for individuals and families, including early-career professionals, pre-retirees and retirees. The firm offers specialized guidance on equity compensation (ISO, NQSO, ESPP, RSU) and can build sustainable portfolios aligned with carbon-reduction goals. Notably, it manages UC employees’ retirement assets via a Fidelity agreement.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES PATRICK FITZMAURICE
First Vice President, Managing Member, Senior Financial Advisor
- CRD
- #1670867
- Ownership
- 50% but less than 75%
JOSEPH MICHAEL HABERMAN
Chief Compliance Officer, Managing Member
- CRD
- #3257349
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,349,305 | $1,075,105 |
| Non-Discretionary | $127,262,763 | $723,084 |
| Total | $375,612,068 | $922,880 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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