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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

MARIN WEALTH ADVISORS LLC

CRD 123237

SAN RAFAEL, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ed04086-6f58-1ae0-9b6e-ea83b5773e42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 7
On other graphs: 0
Observed: Apr 5, 2018 to Sep 14, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $76.1MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.5M
Private client RAUM: $71.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $38.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 213
Individual clients: 75
High net worth clients: 19
Custody, client assets: $0
SEC number: 801-113162
CRD: 123237
Filings on the tape: 29
First filed: Apr 5, 2018
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT CHARLES HUNTER	n/a	SAN RAFAEL, CA	4	43	2	no
Marjan Soleimanieh	n/a	Novato, CA	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUNTER, ROBERT, CHARLES	Principal	D	yes	01/2002	Apr 5, 2018	Nov 19, 2024
CASTRO, Michael, JAMES	Principal	B	no	09/2019	Mar 11, 2020	Nov 19, 2024
FEGLER, GERALD, ALEXANDER	CHIEF COMPLIANCE OFFICER	B	no	06/2017	Jun 11, 2018	Nov 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Oakland	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$69.4M	$69.4M	3	2	0	n/a	n/a
2024	Mar 17, 2025	$357M	$357M	5	4	1	n/a	n/a
2023	Mar 28, 2024	$296M	$296M	6	5	0	n/a	n/a
2022	Mar 29, 2023	$259M	$259M	6	5	0	n/a	n/a
2021	Mar 25, 2022	$311M	$307M	8	7	0	n/a	n/a
2020	Mar 22, 2021	$266M	$266M	8	7	0	n/a	n/a
2019	Mar 11, 2020	$254M	$254M	8	8	0	n/a	n/a
2018	Mar 6, 2019	$136M	$136M	8	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	100.0%	0	0	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$76.1M	$357M	-78.7%	$259M	-33.5%	5	5	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONTANGO WEALTH MANAGEMENT LLC	2	Dec 31, 2025	Nov 20, 2025	SAN RAFAEL, CA	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (6)

← Marjan SoleimaniehAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← ROBERT CHARLES HUNTERAdvisorregistration: previous registration
Jan 31, 2013 to Dec 31, 2021factForm ADV
← GERALD ALEXANDER FEGLERAdvisorregistration: previous registration
Jan 6, 2022 to Dec 31, 2025factForm ADV
← Michael JAMES CASTROAdvisorregistration: previous registration
Feb 23, 2022 to Dec 31, 2025factForm ADV
← WAYNE CAMERON BESTAdvisorregistration: previous registration
Jan 6, 2022 to Apr 9, 2025factForm ADV
← RICHARD LLOYD DAVEYAdvisorregistration: previous registration
Apr 24, 2014 to Dec 7, 2016factForm ADV

Moved with (1)

→ CONTANGO WEALTH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Nov 20, 2025factForm ADV

Controls (1)

← HUNTER, ROBERT, CHARLESOwnerPRINCIPAL, ownership code D, individual
Apr 5, 2018 to Nov 19, 2024factForm ADV

Owns (2)

← FEGLER, GERALD, ALEXANDEROwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Jun 11, 2018 to Nov 19, 2024factForm ADV
← CASTRO, Michael, JAMESOwnerPRINCIPAL, ownership code B, individual
Mar 11, 2020 to Nov 19, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Marin Wealth Advisors Llc reported RAUM $69.4M, down 81% from $357.0M (2026-01-07 to 2026-03-26)
Form ADVobserved 6 days ago
$-288M
Occurred
Dec 31, 2025
Team lift-out
2 advisors left Marin Wealth Advisors LLC (San Rafael, CA) for Contango Wealth Management LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Michael James Castro left Marin Wealth Advisors Llc for Contango Wealth Management Llc (registered 2025-11-20)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Gerald Alexander Fegler left Marin Wealth Advisors Llc for Contango Wealth Management Llc (registered 2025-11-20)
Form ADVobserved 6 days ago
Occurred
Apr 9, 2025
Advisor changed firm
Wayne Cameron Best left Marin Wealth Advisors Llc for Tamalpais Asset Management (registered 2025-05-16)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2020
Regulatory AUM changed
Marin Wealth Advisors Llc reported RAUM $254.0M, up 86% from $136.3M (2019-04-29 to 2020-03-11)
Form ADVobserved 6 days ago
$118M
Occurred
Apr 5, 2018
First Form ADV filing
Marin Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ed04086-6f58-1ae0-9b6e-ea83b5773e42
First observed: Apr 5, 2018
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARIN WEALTH ADVISORS LLC

CRD 123237

SAN RAFAEL, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ed04086-6f58-1ae0-9b6e-ea83b5773e42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT CHARLES HUNTER

n/a

SAN RAFAEL, CA

Marjan Soleimanieh

n/a

Novato, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUNTER, ROBERT, CHARLES

Principal

yes

01/2002

Apr 5, 2018

Nov 19, 2024

CASTRO, Michael, JAMES

Principal

09/2019

Mar 11, 2020

Nov 19, 2024

FEGLER, GERALD, ALEXANDER

CHIEF COMPLIANCE OFFICER

06/2017

Jun 11, 2018

Nov 19, 2024

City

State

Country

Employees

Also broker-dealer

Oakland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$69.4M

n/a

2024

Mar 17, 2025

$357M

n/a

2023

Mar 28, 2024

$296M

n/a

2022

Mar 29, 2023

$259M

n/a

2021

Mar 25, 2022

$311M

$307M

n/a

2020

Mar 22, 2021

$266M

n/a

2019

Mar 11, 2020

$254M

n/a

2018

Mar 6, 2019

$136M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$76.1M

$357M

-78.7%

$259M

-33.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONTANGO WEALTH MANAGEMENT LLC

Dec 31, 2025

Nov 20, 2025

SAN RAFAEL, CA

Team lift out

RIA to RIA

66.7%