MARRICK WEALTH, LLC
Legal name: MARRICK WEALTH
CRD #164758 SEC #801-123646 IRVINE, CA 949.258.9700
SEC Registered
Total AUM
$173.8M
Discretionary
$163.2M
Employees
4
Clients
51
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $173.8M | $163.2M | $10.6M | 4 | 5 |
| Feb 2024 | $147.2M | $139M | $8.2M | 4 | 6 |
| Oct 2023 | $111.8M | $104.6M | $7.2M | 4 | 6 |
| Mar 2023 | $111.8M | $104.6M | $7.2M | 4 | 6 |
| Jul 2022 | $114.1M | $83.8M | $30.2M | 3 | 30 |
| Apr 2022 | $114.1M | $83.8M | $30.2M | 3 | 30 |
| Mar 2022 | $114.1M | $83.8M | $30.2M | 3 | 30 |
DateFeb 2025
Total AUM$173.8M
Discretionary$163.2M
Non-Disc.$10.6M
Employees4
Clients5
DateFeb 2024
Total AUM$147.2M
Discretionary$139M
Non-Disc.$8.2M
Employees4
Clients6
DateOct 2023
Total AUM$111.8M
Discretionary$104.6M
Non-Disc.$7.2M
Employees4
Clients6
DateMar 2023
Total AUM$111.8M
Discretionary$104.6M
Non-Disc.$7.2M
Employees4
Clients6
DateJul 2022
Total AUM$114.1M
Discretionary$83.8M
Non-Disc.$30.2M
Employees3
Clients30
DateApr 2022
Total AUM$114.1M
Discretionary$83.8M
Non-Disc.$30.2M
Employees3
Clients30
DateMar 2022
Total AUM$114.1M
Discretionary$83.8M
Non-Disc.$30.2M
Employees3
Clients30