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MARIN WEALTH ADVISORS LLC

SAN RAFAEL, CA · CRD 123237 · IAPD ↗ · 415-458-5880

$76.1MRegulatory AUM
2Advisory reps
5Employees
3Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — MARIN WEALTH ADVISORS LLC (SAN RAFAEL, CA) left the SEC roster (was $76.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
August 2026 — MARIN WEALTH ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2026 — MARIN WEALTH ADVISORS LLC reported RAUM down 81% ($357.0M -> $69.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2026 — MARIN WEALTH ADVISORS LLC moved its main office from NOVATO, CA to SAN RAFAEL, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2026 — MARIN WEALTH ADVISORS LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
December 2024 — MARIN WEALTH ADVISORS LLC moved its main office from SAN RAFAEL, CA to NOVATO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
December 2024 — MARIN WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.