Marian Wellman
International Asset Management · San Mateo, California
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.
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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 | $173.1M across 424 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1122844 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.iamadvisors.com |
How Marian's firm compares
- International Asset Management's average account is about $408,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about Marian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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