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Managing Member · Marin Bay Wealth Advisors, LLC

James P. Fitzmaurice

CRD 1670867 · Named on Form ADV at one SEC-registered adviser

At a glance

Marin Bay Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Anselmo, CA with $376 million in regulatory assets, lists James P. Fitzmaurice on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joseph M. HabermanManaging Member and Chief Compliance Officer, Marin Bay Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.