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MARRICK WEALTH
2211 Michelson Drive
Suite 545
Irvine, California 92612
Tel: 949.258.9700
About MARRICK WEALTH
MARRICK WEALTH, formally registered with the SEC as MARRICK WEALTH. The firm was established in 04/06/2022. They have over 1 offices throughout the country.
MARRICK WEALTH is a Irvine, California based Financial Planning firm with nearly $173,837,762 assets under management, offering retirement planning & investment advisory services to 298 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164758 |
| SEC# | 801-123646 |
| Assets Managed by Firm | $173,837,762 |
| No. of Clients | 298 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 298 | $173,837,762 |
| Individuals (other than high net worth individuals) | 7 | $2,002,135 |
| High net worth individuals | 78 | $169,298,523 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,537,104 |
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