Marrick Wealth
Marrick Wealth is an SEC-registered ria in Irvine, CA with $215.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Marrick Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164758, SEC 801-123646, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $215.6M (2026-05-29)
- Firm type
- Ria
- Location
- Irvine, CA
- Employees
- 3
- Clients
- 89
- CRD
- 164758
- Ownership
- MCNAMARA, MARTIN, PATRICK; CHU, PATRICK, LAWRENCE
How much AUM does Marrick Wealth have?
Marrick Wealth reported $215.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Marrick Wealth?
Disclosed owners and executives of Marrick Wealth include MCNAMARA, MARTIN, PATRICK, CHU, PATRICK, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.