Unclaimed Profile

Michael James Castro

MARIN WEALTH ADVISORS LLC·NOVATO, California

SIE, Series 4, Series 7, Series 55, Series 63, Series 66CFPClean record14 years registeredMARIN WEALTH ADVISORS LLC

371 BEL MARIN KEYS BLVD., NOVATO, CA 94949CRD# 2844180Firm CRD# 123237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Castro · NOVATO, CA

Registration

CRD #2844180 · MARIN WEALTH ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

CONTANGO WEALTH MANAGEMENT LLC

Nov 2025 – present

MARIN WEALTH ADVISORS LLC

Feb 2022 – Dec 2025

NOVATO, CA

MARIN WEALTH ADVISORS LLC

Jul 2018 – Dec 2021

SAN RAFAEL, CA

CHARLES SCHWAB & CO., INC.

Jul 2012 – Sep 2017

Oakland, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · July 27, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIN WEALTH ADVISORS LLC

CRD 123237 · SEC 801-113162

AUM

$296M

Regulatory assets under management

Employees

866 client accounts

Services offered by MARIN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARIN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Castro offer?

Michael James Castro specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.

What are Michael James Castro's credentials?

Michael James Castro holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael James Castro located?

Michael James Castro is based in NOVATO, California, working with MARIN WEALTH ADVISORS LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.

How does Michael James Castro charge for services?

Michael James Castro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARIN WEALTH ADVISORS LLC?

MARIN WEALTH ADVISORS LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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