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 formed as an LLC and SEC-registered in 2022. The firm focuses on individual and family clients and offers a mix of financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. Fees are charged as a percentage of assets under management and via hourly and fixed-fee arrangements. The firm is not identified as an ESG-focused investor and is not structured as a capital allocator; it also does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 42Active vs passive
$130M in ETFs
5%
$6.9M
95%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.9M | 785,884 | 26.83% |
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