# MARRICK WEALTH, LLC

MARRICK WEALTH, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164758
- Type: SEC-registered investment adviser
- SEC file number: 801-123646
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Martin Patrick Mcnamara | MEMBER | — |
| Patrick Lawrence Chu | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MCNAMARA DENNIS PATRICK | MEMBER | — |
| CHU PATRICK LAWRENCE | MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164758/similar
- Related entities: https://search.stillhousedata.com/firm/164758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.