$69.4M Total AUM
$69.4M Disc. AUM
-33.3% 3Y CAGR
3 Employees
98 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- ElementHorizon ember
- Established Date
- 01-31-2013
- Office Locations
- 2
Office Locations
371 BEL Marin Keys Blvd. Suite 135 Novato CA
4040 Civic Center Dr. Suite 200 SAN Rafael CA
About Marin Wealth Advisors LLC
Marin Wealth Advisors is a fiduciary firm providing personalized financial planning and investment management for individuals and families, including early-career professionals, pre-retirees, and retirees. The team specializes in stock compensation guidance and offers sustainable portfolios aligned with carbon-reduction goals. It also manages UC employee retirement assets through a Fidelity agreement using UC plan funds.
Team overview
-- AVG AGE
$34.7M AVG AUM / ADVISOR
$708.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Open the full profile to inspect shifts in ember legacy.
Unlock to compare peer behavior around fusion pathway.
Unlock to see real insight on beacon ridge unison.
Unlock to see real insight on crest fusion.
See the complete signal summary connected to peak.
Premium access reveals conviction themes in delta harbor vertex.
Unlock to see real insight on radial radial beacon.
Request access to benchmark trends tied to insight.
Custodian
Legacy Beacon
Investment Themes
Capital horizon Element horizon
Investment Vehicles
Momentum frontier
Platform
Optima
Services
Vector delta Quantum Glacier Crest Wave
Technology
North Ridge
Owner & Executives
ROBERT CHARLES HUNTER JR
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- #1130193
- Ownership
- 75% or more
(378) 881-5971
pathway.glacier@bridgecapital.com
in linkedin.com/in/crest-unison
Showing 1 of 1 owners & executives
Unlock allContacts
M
Marjan Soleimanieh
--
- CRD
- #7996890
(587) 852-9292
vertex.fusion@bridgecapital.com
in linkedin.com/in/timber-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,424,906 | $694,249 |
| Non-Discretionary | $0 | -- |
| Total | $69,424,906 | $694,249 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $69,424,906
Public Funds:
30.7% Equity - Exchange:
44.4% Cash:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,105,982,128 | 30.7% |
| Equity - Exchange | $3,045,785,228 | 44.4% |
| Cash | $1,708,109,283 | 24.9% |
| Total | $6,859,876,639 | 100.0% |