Marrick Wealth
Firm details
- Headquarters
- Irvine, California
- CRD number
- 164758
- Registered since
- April 6, 2022
- Website
- www.marrickwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.36%
- Pension & Profit Sharing Plans1.9%
- Individuals0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Marrick Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is individually owned and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Marrick Wealth does not identify as an active ESG investor and is not positioned as a capital allocator or a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities2%
- State & Local Bonds2%
Contacts
2 of 2
Martin Mcnamara
Co-FounderCRD 5281683
Patrick Chu
Co-FounderCRD 4558767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$128M in ETFs
6%
$7M
93%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.3M | 770,923 | 26.75% |
Location
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2211 Michelson Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Optimize Financial Inc.
RIAIrvine, CA
Filigree Wealth Advisors, LLC
RIAIrvine, CA
Wealth Teams Alliance
RIAIrvine, CA
Sun Group Wealth Partners LLC
RIAIrvine, CA
Capital Cs Group, LLC
RIAIrvine, CA
Klein Pavlis & Peasley Financial, Inc.
RIAIrvine, CA