Noah Damsky
Marina Wealth Advisors · Los Angeles, California
Noah Damsky is a fee-only financial advisor at Marina Wealth Advisors in Los Angeles, California, who holds the CFA credential. Noah focuses on small business owners, tax planning and estate & legacy planning. Marina Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Retirees
Facts
| Firm | Marina Wealth Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $36.3M across 57 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5824699 |
| Exams passed | Series 63 (2013) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marinawealthadvisors.com |
| Profile |
How Noah's firm compares
- Marina Wealth Advisors's average account is about $637,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Noah
Is Noah Damsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noah holds no broker registration, and Marina Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Noah charge for financial advice?
Noah's firm, Marina Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Noah Damsky based?
Noah Damsky is based in Los Angeles, California.
What does Noah specialize in?
Noah's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Noah works with pre-retirees, founders and retirees.
What credentials does Noah Damsky hold?
Noah Damsky holds the CFA credential.
Is Noah Damsky registered with the SEC?
Yes. Noah Damsky is registered as an investment adviser representative in CA (CRD 5824699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marina Wealth Advisors manage?
Marina Wealth Advisors reports $36.3M across 57 accounts in assets under management.
How do I contact Noah Damsky?
Through Noah's website, www.marinawealthadvisors.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
- Marina Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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