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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.
Reported data analysis
What the numbers show
Between February 28, 2025 and May 29, 2026, reported AUM increased 24.0%, from $173.8M to $215.6M.
Across 5 reported observations, AUM increased 89.0% between July 21, 2022 and May 29, 2026, from $114.1M to $215.6M.
Of the latest reported AUM, 87.8% is discretionary and 12.2% is non-discretionary.
The firm reports 2 advisory representatives and 94 clients, or 47 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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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.
CPA/PFS, CFP®
- 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
SMA allocation detail is available
Marrick Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.