Marrick Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 13, 2026, reports $216M in regulatory assets under management, 3 employees, and 323 accounts.
Assets Under Management
$216M
Employees
3
Offices
--
Total Clients
89
Primary office
IRVINE, CA
2211 MICHELSON DRIVE, SUITE 545, IRVINE, CA, United States
Top client segmentHNWI represent 93.3% of total clients.
Top client categories% of clientsClients
1
HNWI
93.3%
83
2
Individuals
6.7%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of March 13, 2026
Discretionary87.8%
$189M
88% of total RAUM87.8%
Non-discretionary12.2%
$26M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$216M
Total Accounts323
10Y AUM Change+$102M (+89.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.