Marrick Wealth - Investment Advisers

About Marrick Wealth

Marrick Wealth, LLC is a registered investment adviser headquartered in Irvine, California. The firm was founded in 2012 by Marty McNamara and Patrick Chu, both CPA financial planners, and it serves wealthy families throughout the state. It is one of the investment advisers in California in the state's directory. The firm provides financial planning and investment management with a tax-focused approach that combines both disciplines. Its lead advisors hold the CPA/PFS and CFP® credentials. The firm describes itself as a fiduciary and a fee-only adviser, and its planning work often involves coordination with clients' tax preparers and estate attorneys. The firm reports regulatory assets under management of $215.57 million and has three employees. Its registry entry appears in the Directory of US Investment Advisers.

Key Facts

Assets Under Management

$215.57M

Employees

3

SEC File Number

801-123646