Marin Bay Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marin Bay Wealth Advisors, LLC provides asset management and investment consulting primarily to high net worth individuals and to trusts, estates and charitable organizations. The firm acts as a fiduciary and manages approximately $375.6 million in client assets across its advisory relationships, serving roughly 133 clients.
The firm’s investment process combines fundamental, technical, quantitative and sector analysis with qualitative judgment and third‑party manager due diligence, and it uses strategies that include covered‑call writing and defensive allocations. Marin Bay manages both discretionary and non‑discretionary accounts (about $248.3 million discretionary and $127.3 million non‑discretionary as of December 31, 2025), and discloses it may recommend cryptocurrency products and employ derivatives in certain managed accounts.
Noteworthy aspects of the firm include sponsoring its own wrap fee program and the explicit use of derivatives and options strategies within separately managed accounts, features that are less common among similarly supported advisers. The firm’s client mix is concentrated in high net worth households and fiduciary entities, rather than lower‑net‑worth individual clients.
Client services
Expertise
Main office
1 Harbor Dr. Suite 300
Sausalito CA 94965
Advisors at this office
2
Most active in
California · Colorado · Delaware · Hawaii · Massachusetts · Michigan · Nevada · New Hampshire · Oregon · Texas · Washington
Also doing business as
Marin Bay Wealth Advisors, LLC · Marin Bay Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James F
Series 63, Series 65
Sausalito, CA
Marin Bay Wealth Advisors, LLC
James Fitzmaurice is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He has been with Marin Bay Wealth Advisors since 2017. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach incorporating fundamental, technical, quantitative, and sector analysis, along with qualitative judgment and third-party manager due diligence.
Joseph H
Series 63, Series 66
Sausalito, CA
Marin Bay Wealth Advisors, LLC
Joseph Haberman is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Marin Bay Wealth Advisors since 2017 and previously held positions with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as the head basketball coach at Cunha Intermediate School. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and sector analysis, along with third-party manager due diligence, and offers strategies such as covered-call writing and defensive allocations.
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