Marrick Wealth, LLC
● SEC registered since 2022CRD 164758SEC# 801-123646Irvine, CA
Reg. AUM
$215.6M
Employees
3
Accounts
323
Location
Irvine, CA
About Marrick Wealth
Marrick Wealth is a fee-only advisory firm staffed with CPAs and CERTIFIED FINANCIAL PLANNER professionals. It offers integrated tax and financial planning alongside investment management for clients seeking coordinated advice.
Summary based on the firm’s website.
Marrick Wealth, LLC assets under management
Marrick Wealth, LLC operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2022. It reports $215.6 million in regulatory assets under management and employs 3 people.
Marrick Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Patrick McNamara Control | Member | 50-75% | 2012 |
| Patrick Lawrence Chu Control | Member/Chief Compliance Officer | 50-75% | 2012 |
Frequently asked questions
How much does Marrick Wealth, LLC manage?
Marrick Wealth, LLC reports $215.6 million in regulatory assets under management on its Form ADV.
How many employees does Marrick Wealth, LLC have?
Marrick Wealth, LLC reports 3 employees.
Where is Marrick Wealth, LLC located?
Marrick Wealth, LLC is based in Irvine, CA and has been SEC-registered since 2022.
Does Marrick Wealth, LLC disclose fund performance?
Marrick Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2211 Michelson Drive, Suite 300, Irvine, CA 92612 |
| Phone | 949.258.9700 |
| Fax | 888.475.7786 |
| Office hours | 8:30a.m. - 4:30p.m. Pst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$215.6M▲ 24%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$215.6Mregulatory AUM
Discretionary $189.3MNon-discretionary $26.3M