Marrick Wealth
Marrick Wealth (CRD# 164758) is a financial advisory firm headquartered in Irvine, CA. They manage $147,190,411 in 290 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management147MILLION
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$507,553
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Marrick Wealth
1
Patrick Chu (CRD# 4558767) is an Investment Advisor Representative working at Marrick Wealth in Irvine, CA and has over 13 years of experience in the finance industry.
2
Martin McNamara (CRD# 5281683) is an Investment Advisor Representative working at Marrick Wealth in Irvine, CA and has over 17 years of experience in the finance industry.
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