# Marina Wealth > Mobile client portal for financial planning and investment management services. (iPhone/iPad app by Marina Wealth Advisors, LLC.) - Source: https://appshunter.io/ios/app/marina-wealth/id1572680706 (this page in markdown: same URL + `.md`) - Developer: [Marina Wealth Advisors, LLC](https://appshunter.io/developer/1572680708) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 13.4 · 38 MB - Languages: English - Released: 2021-06-17 - Data updated: 2026-08-19 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/marina-wealth/id1572680706/reviews.md ## What is Marina Wealth? Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of managing your investments and financial life off your hands. You deserve experienced advisors that are unquestionably competent and capable. We are your personal CFO. This mobile app gives clients of MWA the ability to access their client portal on their mobile device. Clients can view household and account information, view asset balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending, and expenses, and easily contact their lead advisor. Access to the mobile app requires users to be a client of MWA and to be set up previously with MWA Client Portal access. For more information about MWA or to inquire about becoming a client of MWA’s planning and investment management services, contact us at info@marinawealthadvisors.com. ## Key features - View account balances - Track investment performance - Access financial plan probability of success - Review net worth statement - Monitor budget and expenses - Contact lead advisor ## Frequently asked questions about Marina Wealth ### What is Marina Wealth? Marina Wealth is a mobile application that serves as a client portal for Marina Wealth Advisors. It allows existing clients to access their financial accounts, investment performance, and financial plans directly from their mobile devices. ### Is Marina Wealth free to use? Yes, Marina Wealth is available for free download. However, access to the app requires users to be an existing client of Marina Wealth Advisors and have previously set up Client Portal access. ### What financial information can I view on Marina Wealth? You can view household and account information, asset balances, investment account performance, the probability of success of your financial plan, your full balance sheet, net worth statement, and check your budget, spending, and expenses. ### How secure is Marina Wealth? The app provides secure access to your client portal on your mobile device. Access requires prior setup with MWA Client Portal access, indicating a secure login process is in place. ### Can I contact my advisor through Marina Wealth? Yes, the app allows you to easily contact your lead advisor. This feature facilitates direct communication for managing your financial life. ### What devices does Marina Wealth support? Marina Wealth is supported on iPhone, iPad, and iPod devices. It is designed for users who prefer to manage their finances on Apple mobile devices. ### How often is Marina Wealth updated? The latest version of Marina Wealth is 5.14.0, last updated on September 6, 2024. This indicates regular updates to maintain functionality and security. ### What is the age rating for Marina Wealth? Marina Wealth has an age rating of 4+. This suggests the content is suitable for a wide audience, including younger users who may be exploring financial concepts with parental guidance. ## Version history (last 5 releases) ### 5.14.0 — 2024-09-06 - Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes ### 5.9.0 — 2024-04-11 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature ### 5.5.3 — 2023-09-07 Bug fixes and performance enhancements. ### 5.4.0 — 2023-02-09 Bug fixes and performance updates ### 5.2.18 — 2022-06-25 Bug fixes and performance updates ## Apps similar to Marina Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Central Bank Business Mobile](https://appshunter.io/ios/app/central-bank-business-mobile/id6739064076) | — | Free | Finance | | [Crypto Companies: Guide & News](https://appshunter.io/ios/app/crypto-companies-guide-and-news/id1603983834) | — | Free | Finance | | [Savvy Wealth](https://appshunter.io/ios/app/savvy-wealth/id6642694010) | 5.0 (7) | Free | Finance | | [Wallet: Crypto and DeFi](https://appshunter.io/ios/app/wallet-crypto-and-defi/id6449830088) | — | Free | Finance | | [Milestone Asset Mgmt](https://appshunter.io/ios/app/milestone-asset-mgmt/id1576200724) | — | Free | Finance | | [Live Free - Jubilee Life](https://appshunter.io/ios/app/live-free-jubilee-life/id1448941662) | 1.0 (2) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*