SAN ANSELMO, CACRD 289184Latest ADV January 21, 2026
Marin Bay Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Anselmo, CA. Its latest Form ADV filing, dated January 21, 2026, reports $376M in regulatory assets under management, 2 employees, and 407 accounts.
Assets Under Management
$376M
Employees
2
Offices
--
Total Clients
133
Primary office
SAN ANSELMO, CA
321 SAN ANSELMO AVE., SAN ANSELMO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
133
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$376Mas of January 21, 2026
Discretionary66.1%
$248M
66% of total RAUM66.1%
Non-discretionary33.9%
$127M
34% of total RAUM33.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$376M
Total Accounts407
10Y AUM Change+$376M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.