Marrick Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2211 Michelson Dr Ste 545, Irvine, Calif...Phone Number
(949) 258-9700Website
www.marrickwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Marrick Wealth
Marrick Wealth is a Registered Investment Advisor based in Irvine, CA, specializing in financial planning and investment management services for wealthy families throughout California. Founded in 2012 by CPA financial planners Marty McNamara and Patrick Chu, the firm offers personalized, tax-smart strategies with a focus on long-term relationships. With a minimum investment requirement of $2 million, Marrick Wealth maintains a low client-to-advisor ratio to provide tailored advice. Their team of experienced advisors is dedicated to guiding clients through their financial journeys with a fiduciary duty to offer conflict-free advice.Explore more
Marrick Wealth Org Chart
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Marrick Wealth is a Registered Investment Advisor based in Irvine, CA, specializing in financial planning and investment management services for wealthy families throughout California. Founded in 2012 by CPA financial planners Marty McNamara and Patrick Chu, the firm offers personalized, tax-smart strategies with a focus on long-term relationships.... Read More
