Overview
Assets Under Management: $174 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Frequently Asked Questions
MARRICK WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164758), MARRICK WEALTH, LLC is subject to fiduciary duty under federal law.
MARRICK WEALTH, LLC is headquartered in IRVINE, CA.
MARRICK WEALTH, LLC serves 78 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, MARRICK WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
MARRICK WEALTH, LLC manages $174 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, MARRICK WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 298
Discretionary Accounts: 278
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 164758
Last Filing Date: 2025-02-28 00:00:00
Website: https://marrickwealth.com