Falists
← Back to search

MARRICK WEALTH

MARRICK WEALTH, LLC

CRD 164758 · SEC 801-123646

Visit website

2211 MICHELSON DRIVE, SUITE 300, IRVINE, CA, 92612, United States

Phone

949.258.9700

Fax

888.475.7786

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$215.6M

Discretionary AUM

$189.3M

Team

3 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals6$1.6M
High net worth individuals83$209.9M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD