MARRICK WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$216M

Discretionary

$189M

88% of AUM

Avg account

$667K

Accounts

323

Employees

Advisory reps

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

FINTRX

Overview

Marrick Wealth is an independent, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves individuals and families, offering a mix of financial planning and discretionary portfolio management alongside smaller-scale pension consulting and educational workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Firm filings show a clear emphasis on traditional wealth-management services rather than institutional capital allocation or ESG-focused strategies. Marrick Wealth lists pension consulting among its advisory activities but is not designated as a pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.