Marrick Wealth logo

Marrick Wealth

Updated today

Client assets under management

$211,466,317

Clients

89

93% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$2,376,026

About

Marrick Wealth serves individuals (including high-net-worth clients), trusts, estates, charitable organizations and retirement plans, managing roughly $215.6 million across about 89 client relationships with two advisors. The firm provides wealth management, both discretionary and non-discretionary investment management, financial planning, investment consulting and retirement plan advisory services (including ERISA fiduciary and 3(38) options).

The firm constructs customized portfolios using a strategic asset allocation framework and fundamental analysis, generally favoring low-cost mutual funds and ETFs while also employing individual stocks, bonds and options when appropriate. Marrick Wealth describes a primarily long-term approach with periodic rebalancing (quarterly is cited as an example), ongoing client contact and the use of unaffiliated independent managers for portions of portfolios when warranted.

The brochure discloses that Marrick Wealth advertises hypothetical performance and actual performance results — practices that are uncommon among peer supported firms — and that it offers educational seminars and workshops to clients and prospective clients at no charge. Leadership credentials (CPA, PFS and CFP designations) combined with the firm’s institutional relationship with a major custodian are also emphasized in the brochure as part of its service and oversight model.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Project-based

Financial planning services hourly fees ranging from $175 to $500 per hour, negotiable.

Other

Account minimum: $500,000 Fee-only: Financial planning services hourly fees ranging from $175 to $500 per hour, negotiable. May be offset if client engages investment management.

Main office location

Marrick Wealth

2211 Michelson Drive, Suite 545

Irvine CA 92612, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Patrick C

CFP®, Series 66

Irvine, CA

Marrick Wealth

Patrick Chu is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Marrick Wealth, LLC since 2012. Marrick Wealth is an SEC-registered advisor providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, supplemented by individual stocks, bonds, and options when appropriate.

Wealth management

Marty M

CFP®, CPA

Irvine, CA

Marrick Wealth

Most of my clients have already done the hard part. They’ve built successful careers or businesses and created meaningful wealth through years of focus and discipline. But once the dust settles, a new question usually comes up: how do we protect what we’ve built and make sure it truly supports our family, both now and in the future? That’s where my work begins. I help families bring order, strategy, and intention to their financial lives. It’s not just about investments or markets; it’s about aligning wealth with purpose. The goal is to simplify complexity, preserve what matters, and give clients the confidence that everything is working together in the right direction. At marrick wealth, we lead with tax strategy because that’s where so much long-term value is created. Every dollar saved in taxes is another dollar that can compound, buy freedom, or fund your family’s next chapter. Whether it’s structuring a liquidity event, managing concentrated stock, or coordinating gifting and estate plans, we focus on the after-tax outcome that helps you keep more of what you’ve earned. Our clients typically have between $2 million and $20 million in investable assets and value a relationship that feels more like a partnership than a transaction. We collaborate closely with their accountants, attorneys, and other advisors to make sure every piece of their financial life fits together. I co-founded marrick wealth to build something different: a boutique practice grounded in transparency, tax-smart strategy, and meaningful relationships. To me, wealth isn’t about accumulating more; it’s about creating options, protecting your time, and making sure the people and experiences that matter most always come first. That’s what our firm is about, for your family and for mine.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Founder/Business Owner Executive Gen X (Born 1965-1980)
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