Investment adviser · CRD 164758
MARRICK WEALTH
Investment adviser filing (IA)
MARRICK WEALTH, LLC
IRVINE, CA, United States · Form ADV filed May 29, 2026
- Regulatory AUM
- $216M Form ADV · Item 5.F
- Client accounts
- 323 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $209,872,700 | 97.4% |
| Retirement plans | Fewer than 5 | $4,101,515 | 1.9% |
| Individuals | 6 | $1,593,617 | 0.7% |
Filing source
Form ADV 2106614 · May 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2211 MICHELSON DRIVE, SUITE 300IRVINE, CA, 92612, United States
CRD 164758
Filing source
Form ADV 2106614 · May 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.