Marin Wealth Advisors Llc
- Regulatory AUM
- $76.1M
- Discretionary
- $71.5M
- Clients
- 97
- Avg AUM / client
- $785K
- Accounts
- 213
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $22.1M | 29.0% |
| High net worth individuals | 19 | $49.0M | 64.4% |
| Pension and profit sharing plans | 1 | $2.3M | 2.97% |
| Charitable organizations | 2 | $2.8M | 3.64% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 | |
| Gordon Rees Scully Mansukhani, Llp 401(k) Retirement Plan Gordon Rees Scully Mansukhani, Llp | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Charles Hunter | Principal | Jan 2002 (25y) | 50% – 75% | |
| Gerald Alexander Fegler | Chief Compliance Officer | Jun 2017 (9y) | 10% – 25% | |
| Michael James Castro | Principal | CFP | Sep 2019 (7y) | 10% – 25% |
| Marjan Soleimanieh | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
| Gordon Rees Scully Mansukhani, Llp 401(k) Retirement Plan | Gordon Rees Scully Mansukhani, Llp | 2,831 | $450M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $69.4M (100% of AUM) Jun 2026
- Fidelity Brokerage Services $14.1M (5% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗