# Marian Wellman

> Marian Wellman is a fee-only financial advisor at International Asset Management in San Mateo, California. International Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marian-wellman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** International Asset Management
- **Based in:** San Mateo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $173.1M across 424 accounts
- **CRD:** 1122844 (https://adviserinfo.sec.gov/individual/summary/1122844)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1992), Series 65 (1998)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.iamadvisors.com

## Frequently asked questions

### Is Marian Wellman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marian holds no broker registration, and International Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marian charge for financial advice?

Marian's firm, International Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Marian Wellman based?

Marian Wellman is based in San Mateo, California.

### Is Marian Wellman registered with the SEC?

Yes. Marian Wellman is registered as an investment adviser representative in CA (CRD 1122844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does International Asset Management manage?

International Asset Management reports $173.1M across 424 accounts in assets under management.

### How do I contact Marian Wellman?

Through Marian's website, www.iamadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1122844): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.