MARRICK WEALTH, LLC

MARRICK WEALTH, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 164758). Regulatory assets under management: $215.6M.

Registration

• CRD: 164758
• SEC file number: 801-123646
• Type: Registered investment adviser
• Location: 2211 MICHELSON DRIVE, SUITE 300, IRVINE, CA, 92612
• Phone: 949.258.9700
• Latest filing: 2026-05-29
• Regulatory AUM: $215.6M
• Discretionary AUM: $189.3M
• Non-discretionary AUM: $26.3M
• Clients: 3
• Accounts: 323

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search