marrick wealth Information

View Top Employees from marrick wealth

marrick wealth is a boutique, independent, fee-only wealth advisory firm helping business owners, executives, and professionals strategically align their personal and financial goals. Using an open architecture, we employ a comprehensive approach to providing wealth and investment advisory services to our clients. Our services include investment management, income and estate tax planning, retirement planning, and compensation and employee benefit planning.

Website	http://www.marrickwealth.com
Revenue	$1 million
Employees	2 (2 on RocketReach)
Founded	2012
Address	2211 Michelson Drive Suite 300, Irvine, California 92612, US
Phone	+1 918-774-1100
Technologies	JavaScript , PHP , Font Awesome +13 more (view full list)
Industry	Financial Services, Finance General, Financial Planning, Finance, Investment Management, Income Tax Planning, Employee Benefit Planning
Web Rank	19 Million
Keywords	Wealth Advisory, Wealth Management, Boutique Wealth Management, Financial Planning, Investment Advisory, Financial Advisor, Investment Management, Financial Strategies, Fee Only Advisor, Portfolio Management, Retirement Planning, Financial Goals, Personal Finance, Wealth Building, Independent Advisor, Estate Planning, Business Owner Planning, Executive Financial Planning, Professional Financial Planning, Tax Planning
Competitors	Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, Robinhood, TD Ameritrade, Betterment, Wealthfront, Acorns, Personal Capital +41 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies

marrick wealth Questions

What is the annual revenue of marrick wealth?

The marrick wealth annual revenue was $1 million in 2026.

Who is the Co-Founder and Wealth Advisor of marrick wealth?

Patrick Chu is the Co-Founder and Wealth Advisor of marrick wealth.

How many people are employed at marrick wealth?

2 people are employed at marrick wealth.

Where is marrick wealth based?

marrick wealth is based in Irvine, California.

What is the NAICS code for marrick wealth?

The NAICS codes for marrick wealth are [52, 523, 52393, 5239].

What is the SIC code for marrick wealth?

The SIC codes for marrick wealth are [628, 62].

Top marrick wealth Employees

Patrick Chu

Co-Founder and Wealth Advisor at marrick wealth

Irvine, CA, US
2
- gmail.com
- marrickwealth.com
1
- +1 949-287-XXXX
Marty McNamara

Co-Founder, Wealth Advisor at marrick wealth

Newport Beach, CA, US
1
- marrickwealth.com
2
- +44 20 7007 XXXX
- +1 949-438-XXXX

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