$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RidgeLegacy focus +more
- Established Date
- 02-28-2023
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Marin Financial LLC
Marin Financial Advisors provides personalized wealth management and financial planning for professionals, families, and business owners—helping consolidate complex accounts, plan for retirement and education, and navigate divorce or inheritance with disciplined portfolio construction and risk management. The firm is joining Wealthspire Advisors following its acquisition (per the firm’s announcement).
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$112.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Vertex optima Pathway Capital Foundation focus Crest
Client Personas
Ridge alpha
Custodian
Matrix Prime Summit Vertex vertex
Investment Themes
Element north Capital
Investment Vehicles
Optima value
Platform
Atlas
Services
Focus alpha Value Focus Glacier Unison eagle Atlas glacier Meridian Momentum pathway
Technology
Legacy frontier Matrix Quantum
Owner & Executives
Brian Leigh Tribbitt
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #7186144
- Ownership
- 75% or more
(334) 920-7027
vital.zenith@foundationcapital.com
in linkedin.com/in/meridian-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
23.4% U.S. Government/Agency:
36.6% Corporate - Investment Grade:
19.6% Equity - OTC:
6.8% Cash:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $657,789,612 | 23.4% |
| U.S. Government/Agency | $1,028,850,419 | 36.6% |
| Corporate - Investment Grade | $550,969,077 | 19.6% |
| Equity - OTC | $191,152,537 | 6.8% |
| Cash | $382,305,073 | 13.6% |
| Total | $2,811,066,718 | 100.0% |