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Marrick Wealth, LLC

● SEC registered since 2022CRD 164758SEC# 801-123646Irvine, CA
Export (members)
Reg. AUM
$173.8M
Employees
4
Accounts
298
Location
Irvine, CA

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 $173.8 million in regulatory assets under management and employs 4 people.
www.marrickwealth.comView on SEC.gov ↗

Marrick Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Martin Patrick McNamara ControlMember50-75%2012
Patrick Lawrence Chu ControlMember/Chief Compliance Officer50-75%2012

Frequently asked questions

How much does Marrick Wealth, LLC manage?

Marrick Wealth, LLC reports $173.8 million in regulatory assets under management on its Form ADV.

How many employees does Marrick Wealth, LLC have?

Marrick Wealth, LLC reports 4 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

Address2211 Michelson Drive, Suite 545, Irvine, CA 92612
Phone949.258.9700
Fax888.475.7786
Office hours8:30a.m. - 4:30p.m. Pst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.2M
Non-discretionary$10.6M
Total (RAUM)$173.8M