FormDSignal
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Marin Wealth Advisors LLC registers with CA (San Rafael, CA)

New state-registered adviser · CRD 123237 · 801-113162 · effective 2026-09-24

Effective 2026-09-24. 5 employees (2 advisory), $76M regulatory AUM across 213 accounts. Limited Liability Company (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance