SEC CRD #801-123646
Marrick Wealth is a boutique wealth management firm providing fee-only financial advisory services, including tax planning and investment management for high-net-worth clients with a minimum of $2M in investable assets.
PATRICK L. CHU
CHIEF COMPLIANCE OFFICER
📞 (949) 258-9700
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AUM
$216M
Location
IRVINE, CA
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