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MARRICK WEALTH, LLC

Doing business as MARRICK WEALTH. SEC Form ADV profile.

Total regulatory AUM
$215,567,832
Discretionary
$189,287,259
Non-discretionary
$26,280,573

Firm details

CRD number
164758
SEC file number
801-123646
Main office
IRVINE, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.