What is Marin Wealth Advisors LLC's NAICS code?

Marin Wealth Advisors LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Recognized Expertise Marin Wealth Advisors has received external validation as a top financial advisory in Marin County and San Francisco, suggesting strong credibility to engage prospects who value reputational assurance and independent guidance.

Boutique Firm With a small team and localized focus in the San Rafael area, there is an opportunity to offer personalized, high-touch financial planning and family office-style services to individuals, families, and nonprofits seeking bespoke solutions.

Diverse Services The firm provides investment management, stock compensation consulting, retirement, tax, and education planning, indicating potential cross-sell opportunities to existing clients and the ability to upsell comprehensive planning packages.

Tech Enablement Using a modern tech stack (Calendly, OneTrust, CDN, analytics/UX tools) presents a capacity to streamline client onboarding, compliance, and client communications, which can be pitched to mid-market firms seeking efficient advisor operations.

Growth Readiness Revenue in the $1M–$10M range and recognition among peers suggest scalable potential; approach CFOs and growth-minded professionals in local businesses and nonprofits that require retirement, tax, and education planning for staff and executives.

Similar companies to Marin Wealth Advisors LLC

Marin Wealth Advisors LLC Tech Stack

Marin Wealth Advisors LLC uses 8 technology products and services including Calendly, Amazon S3, Unpkg, and more. Explore Marin Wealth Advisors LLC's tech stack below.

Calendly
Appointment Scheduling
Amazon S3
Content Delivery Network
Unpkg
Content Delivery Network
OneTrust
Cookie Compliance
Font Awesome
Font Scripts
Google Maps
Maps
Google Tag Manager
Tag Management
Nginx
Web Servers

Media & News

Marin Wealth Advisors LLC recognized as seven best financial advisors in Marin County and one of the 24 top financial advisors.
Expertise.com, a trusted source that helps consumers connect with top-ranked service providers, has named Marin Wealth Advisors one of the seven best financial advisors in Marin County and one of the 24 top financial advisors in San Francisco.
Feb 04, 2022 | marinwealthadvisors.com

Marin Wealth Advisors LLC's Email Address Formats

Marin Wealth Advisors LLC uses at least 1 format(s):

Marin Wealth Advisors LLC Email Formats	Example	Percentage
First@marinwealthadvisors.com	John@marinwealthadvisors.com	43%
FLast@marinwealthadvisors.com	JDoe@marinwealthadvisors.com	28%
Last@marinwealthadvisors.com	Doe@marinwealthadvisors.com	29%

Frequently Asked Questions

What is Marin Wealth Advisors LLC's phone number?

You can contact Marin Wealth Advisors LLC's main corporate office by phone at

+1-415-458-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Marin Wealth Advisors LLC's official website and social media links?

Marin Wealth Advisors LLC's official website is marinwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Marin Wealth Advisors LLC generate?

As of July 2026, Marin Wealth Advisors LLC's annual revenue is estimated to be <$1M.

What is Marin Wealth Advisors LLC's SIC code NAICS code?

Marin Wealth Advisors LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Marin Wealth Advisors LLC have currently?

As of July 2026, Marin Wealth Advisors LLC has approximately 5 employees across 1 continents, including North America. Key team members include Principal And Founder: R. H.Director Of Client Services: L. H. N.Controller: S. W.. Explore Marin Wealth Advisors LLC's employee directory with LeadIQ.

What industry does Marin Wealth Advisors LLC belong to?

Marin Wealth Advisors LLC operates in the Investment Management industry.

What technology does Marin Wealth Advisors LLC use?

Marin Wealth Advisors LLC's tech stack includes CalendlyAmazon S3UnpkgOneTrustFont AwesomeGoogle MapsGoogle Tag ManagerNginx.

What is Marin Wealth Advisors LLC's email format?

Marin Wealth Advisors LLC's email format typically follows the pattern of First@marinwealthadvisors.com. Find more Marin Wealth Advisors LLC email formats with LeadIQ.

When was Marin Wealth Advisors LLC founded?

Marin Wealth Advisors LLC was founded in 2013.

Marin Wealth Advisors LLC

Q: How many employees does Marin Wealth Advisors LLC have currently?

Marin Wealth Advisors LLC has approximately 5 employees.

Q: What industry does Marin Wealth Advisors LLC belong to?

Marin Wealth Advisors LLC operates in the Investment Management industry.

Q: What technology does Marin Wealth Advisors LLC use?

Marin Wealth Advisors LLC's tech stack includes Open Graph, HSTS, prettyPhoto, Nginx, Cloudflare.

Q: When was Marin Wealth Advisors LLC founded?

Marin Wealth Advisors LLC was founded in 2013.

Investment ManagementCalifornia, United States2-10 Employees

Marin Wealth Advisors LLC is a San Francisco Bay Area firm focused on investment management and comprehensive financial planning for individuals, families, businesses, nonprofits, and foundations. Its services include professional investment management, stock compensation consulting, retirement planning, tax planning, and education planning, aimed at helping clients navigate complex financial decisions with an emphasis on insight, integrity, and experience.
Based in San Rafael, California, the or ganization positions itself within the investment advisory and financial planning sector, serving a diverse client base in the region. The firm emphasizes its advisory role and is recognized for providing specialized guidance to clients with various financial needs, including stock compensation and education planning, as part of a holistic approach to managing wealth.