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MARRICK WEALTH

IRVINE, CA · CRD 164758 · IAPD ↗ · marrickwealth.com · 949.258.9700

$215.6MRegulatory AUM
2Advisory reps
3Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — MARRICK WEALTH reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2024 — MARRICK WEALTH reported RAUM up 32% ($111.8M -> $147.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.