Marin Bay Wealth Advisors, LLC

Marin Bay Wealth Advisors, LLC (CRD# 289184) is a financial advisory firm headquartered in Sausalito, CA. They manage $289,809,137 in 375 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details

1 Harbor Dr. Suite 300, Sausalito, CA 94965

By the Numbers

Total Assets Under Management

290

MILLION
Total Number of Accounts

375

ACCOUNTS
Average Account Value

$772,824

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DE, HI, MA, MI, NV, OR, TX, WA

Financial Advisors at Marin Bay Wealth Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

James P. Fitzmaurice

CRD#: 1670867

1 Harbor Dr. Suite 300, Sausalito, CA 94965

James Fitzmaurice (CRD# 1670867) is an Investment Advisor Representative working at Marin Bay Wealth Advisors, LLC in Sausalito, CA and has over 36 years of experience in the finance industry.

Joseph M. Haberman

CRD#: 3257349

1 Harbor Dr. Suite 300, Sausalito, CA 94965

Joseph Haberman (CRD# 3257349) is an Investment Advisor Representative working at Marin Bay Wealth Advisors, LLC in Sausalito, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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