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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marrick Wealth LLC
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|---|---|
| CRD # | 164758 |
| SEC # | 801-123646 |
| CIK # | |
| AUM | $173.8 M (2025-02-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-258-9700 |
| Address | 2211 Michelson Drive Irvine, CA 92612 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.0 |
| (b) Individuals (high net worth individuals) | 78 | 169.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 173.8 |
| By Discretionary | ||
| Discretionary | 278 | 163.2 |
| Non-Discretionary | 20 | 10.6 |
| Total | 298 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 173.4 | |
| Total | 298 | 173.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sun Financial Inc
✚
|
UT | 0.2 |
|
Barnett & Co Inc
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TN | 0.2 |
|
Parsonex Advisory Services Inc
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CO | 0.2 |
|
Candide Group LLC
✚
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CA | 0.2 |
|
Gatepass Capital LLC
✚
|
OH | 0.2 |
|
Financial Life Planners LLC
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|
AZ | 0.2 |
|
AO Wealth Advisory LLC
✚
|
IA | 0.2 |
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Naviquant Capital Management LLC
✚
|
0.2 | |
|
CapStar Financial Services LLC
✚
|
TX | 0.2 |