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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CHU, PATRICK, LAWRENCE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
| MCNAMARA, MARTIN, PATRICK | I | MEMBER | D | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
2211 MICHELSON DRIVESUITE 545
IRVINE, CA 92612
United States
Phone: 949.258.9700