MARIN FINANCIAL ADVISORS LLC
CRD #135872 SEC #801-65355 LARKSPUR, CA 415-925-1212
SEC Registered
Total AUM
$487.7M
Discretionary
$483.6M
Employees
2
Clients
101
Accounts
524
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING DIRECTOR | NA | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING DIRECTOR | NA | Control |
| GOSS, MICHAEL, EDMOND | I | DIRECTOR | NA | Control |
| HILZENRATH, ROBERT, JAY | I | DIRECTOR | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | NA | Control |
| LIESER, LORI, MICHELL | I | VICE PRESIDENT | NA | Control |
| LONG, BRAD, Leighton | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MOO, VERONICA, EI CHUN | I | DIRECTOR | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NELSON, CARL, EDWARD | I | PRESIDENT, WEALTHSPIRE, LP | NA | Control |
| O'MALLEY, EDWARD, GEORGE | I | DIRECTOR | NA | Control |
| Olson, Channing | I | CHIEF OPERATIONS OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT AND CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT | NA | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| DRAKE, COLIN, BREUVART | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| HARRINGTON, TIMOTHY, CHARLES | I | MEMBER/MANAGER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
| SHORE, DAVID, NATHAN | I | MEMBER / PRINCIPAL | B | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (4)
CA NY OR TX
Address
80 EAST SIR FRANCIS DRAKE BLVDSUITE 1A
LARKSPUR, CA 94939
United States
Phone: 415-925-1212