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- Custodian
- Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2012
- Office Locations
- 1
Office Locations
About Marrick Wealth
Marrick Wealth is a boutique, fee-only fiduciary RIA in Irvine (Orange County) providing tax-smart financial planning and customized investment management led by CPA/PFS and CFP professionals. The firm works with high-net-worth households—often executives, entrepreneurs, physicians, and trustees—seeking delegated portfolio oversight, typically starting at a $2M investment minimum. Portfolios are largely ETF-based and may be custodied at Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
PATRICK LAWRENCE CHU
Advisor, Chief Compliance Officer, Co-founder, WEALTH ADVISOR
- CRD
- #4558767
- Ownership
- 50% but less than 75%
MARTIN PATRICK MCNAMARA MR.
--
- CRD
- #5281683
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,287,259 | $628,861 |
| Non-Discretionary | $26,280,573 | $1,194,572 |
| Total | $215,567,832 | $667,393 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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