{
  "crd_number": 164758,
  "slug": "marrick-wealth-irvine-ca-164758",
  "primary_business_name": "MARRICK WEALTH",
  "legal_name": "MARRICK WEALTH, LLC",
  "dbas": [],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-06",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 215567832.0,
  "raum_discretionary": 189287259.0,
  "raum_non_discretionary": 26280573.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1593617.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 4101515.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 209872700.0,
      "count": 83
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/marrickwealth",
    "https://linkedin.com/company/marrick-wealth",
    "https://marrickwealth.com",
    "https://twitter.com/marrickwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164758",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758",
  "display_name": "Marrick Wealth",
  "summary": "Marrick Wealth is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Marrick Wealth (CRD 164758): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Marrick Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marrick Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Marrick Wealth located?",
      "a": "Marrick Wealth's principal office is in Irvine, CA, according to its Form ADV."
    },
    {
      "q": "Is Marrick Wealth registered with the SEC or a state?",
      "a": "Marrick Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 164758."
    },
    {
      "q": "How much does Marrick Wealth manage?",
      "a": "Marrick Wealth reports $215,567,832 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (88% discretionary)."
    },
    {
      "q": "How have Marrick Wealth's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Marrick Wealth: Regulatory assets under management: $114,065,120 in the October 2022 data and $215,567,832 in the October 2026 data, up 89%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Marrick Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (83); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does Marrick Wealth use?",
      "a": "Marrick Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Marrick Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164758"
    },
    {
      "q": "Does Marrick Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 says: \"marrick requires a minimum relationship size of $500,000, but reserves the right to accept relationships with lesser assets at its own discretion.\""
    },
    {
      "q": "What changed in Marrick Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $173,837,762 to $215,567,832 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114065120.0,
      "total_employees": 3,
      "filing_date": "2022-07-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 111777329.0,
      "total_employees": 4,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 147190411.0,
      "total_employees": 4,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 173837762.0,
      "total_employees": 4,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 215567832.0,
      "total_employees": 3,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $173,837,762 to $215,567,832 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "marrick requires a minimum relationship size of $500,000, but reserves the right to accept relationships with lesser assets at its own discretion."
        ]
      }
    ],
    "quotes": [
      "marrick requires a minimum relationship size of $500,000, but reserves the right to accept relationships with lesser assets at its own discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1593617.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 209872700.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4101515.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164758",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}