SourcingSourcing

MARIN WEALTH ADVISORS LLC

A77
CRD 123237·SEC 801-113162·SAN RAFAEL, CA
AUM
$69.4M
$25M-$100M
Est. Revenue
$694K
@ 1% on AUM
Est. EBITDA
$208K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARIN WEALTH ADVISORS LLC
CRD
123237
SEC file #
801-113162
EIN
—
DBA names
—

Economics

AUM
$69.4M
AUM band
$25M-$100M
AUM trajectory
'20'26
$136.3M → $69.4M▼ -49%
Client mix
Individuals Other94
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
9 advisors → 2 advisors▼ -78%
Primary office
SAN RAFAEL CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
marinwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNTER, ROBERT, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUNTER, ROBERT, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.718
Web Signal Quality
ok
Wayback Last Material Change
2025-04-11T21:41:33.000Z
Wayback Snapshot Count
198
Wayback Snapshots Last 12mo
0
Wayback First Snapshot
2013-10-02T23:17:02.000Z
Wayback Last Snapshot
2025-04-11T21:41:33.000Z
Rdap Domain
MARINWEALTHADVISORS.COM
Rdap Domain Creation Date
2013-05-29T18:11:38Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,345
Form 5500 Compensation Trajectory 3y
20255,345
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,345
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4651
Soi Zip Pct 200k Plus
0.2442
Soi Zip Returns 200k Plus
3,570
Soi Zip Total AGI
2,529,041
Fdic Zip Total Deposits
28,319,120,000
Fdic Zip Branch Count
252
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Glendale Federal Bank, Federal Savings BankSan Rafael, CA
Great Western Bank, A FSBSan Rafael, CA
Fdic Zip HHI
1185.62
Fdic Zip Top Bank Share Pct
22.64
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-29T18:11:38Z
Rdap Domain Last Changed
2025-05-30T12:21:00Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,688
Returns2,840
Stub 2
AGI75,121
Returns2,000
Stub 3
AGI104,568
Returns1,680
Soi Zip Total Business Income
140,381
Soi Zip Total Cap Gains
305,731
Soi Zip Total Dividends
98,070
Soi Zip Total Returns
14,620
Top Owner CRD
1130193
Trust Company Affiliate
No
Wayback Avg Days Between Changes
32.4
Wayback Closest Snapshot Ts
2024-11-23T12:38:03.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20241123123803/https://www.marinwealthadvisors.com/
Wayback Distinct Digest Count
131

People (2)

2
HUNTER, ROBERT, CHARLES
IAR · Direct Owner · 87.5%
1130193
Marjan Soleimanieh
IAR
7996890