Marjan Soleimanieh
Marin Wealth Advisors · Novato, California
Marjan Soleimanieh is a fee-only financial advisor at Marin Wealth Advisors in Novato, California. Marin Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marjan →
Facts
| Firm | Marin Wealth Advisors |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $76.1M across 213 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7996890 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.marinwealthadvisors.com |
| Profile |
How Marjan's firm compares
- Marin Wealth Advisors's average account is about $357,000, from its Form ADV (assets managed divided by 213 accounts).
Request an introduction to Marjan
Tell Marjan a little about what you're looking for. Marjan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marjan
Is Marjan Soleimanieh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marjan holds no broker registration, and Marin Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marjan charge for financial advice?
Marjan's firm, Marin Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marjan Soleimanieh based?
Marjan Soleimanieh is based in Novato, California.
Is Marjan Soleimanieh registered with the SEC?
Yes. Marjan Soleimanieh is registered as an investment adviser representative in CA (CRD 7996890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marin Wealth Advisors manage?
Marin Wealth Advisors reports $76.1M across 213 accounts in assets under management.
How do I contact Marjan Soleimanieh?
Through Marjan's website, www.marinwealthadvisors.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.
See something wrong? Request a correction. Read our methodology.