Mount Tamalpais Asset Management, Llc
- Regulatory AUM
- $263M
- Discretionary
- $263M
- Clients
- 264
- Avg AUM / client
- $994K
- Accounts
- 689
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $61.2M | 23.3% |
| High net worth individuals | 74 | $201M | 76.5% |
| Charitable organizations | 1 | $64.8K | 0.02% |
| Other | 2 | $345K | 0.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Bristow | Registered representative | May 2019 (7y) | ||
| Lincoln Thomas Wells | Registered representative | Aug 2022 (4y) | ||
| Bradley Scott Stephens | Registered representative | Oct 2023 (3y) | ||
| Wayne Cameron Best | Registered representative | May 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $257M (98% of AUM) Mar 2026
- Interactive Brokers $1.0M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗