A complete list of active advisors currently associated with Marin Bay Wealth Advisors, LLC

Warmer can help you find a great advisor at Marin Bay Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Marin Bay Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.