MARIN BAY WEALTH ADVISORS, LLC
  • MARIN BAY WEALTH ADVISORS, LLC
  • MARIN BAY WEALTH MANAGEMENT

Adviser Profile

As of Date 01/21/2026
Registration SEC, Approved, 08/25/2017
ADV Location SAN ANSELMO, CA, United States
Contact Info 415 xxxxxxx
AUM* 375,612,068 14%
of that, discretionary 248,349,305 17%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 922,880 13%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

248M 213M 177M 142M 106M 71M 35M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KAILIX ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM119.0m #Funds-
Adviser MOIRAI WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM335.4m #Funds-
Adviser CITIZENS PRIVATE WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.6b #Funds-
Adviser HELVETIA INVESTMENT ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM506.8m #Funds-
Adviser SHELTON WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM364.5m #Funds-
Adviser RESOURCE FINANCIAL GROUP, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM637.4m #Funds-
Adviser SYON CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund15.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund91.6m Other Fund- Total Private Fund GAV198.8m AUM4.4b #Funds9
Adviser TRIGON INVESTMENT ADVISORS AG Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-
Adviser JACKSON SQUARE CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM564.3m #Funds-
Adviser SP ASSET MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund14.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV14.3m AUM1.9b #Funds1