Marrick Wealth
Marrick Wealth is a fee-only RIA in Irvine, California, founded in 2012, providing integrated tax planning and discretionary investment management to ~90 high-net-worth families with $2M+ investable assets, led by dual CPA/PFS and CFP® credentialed co-founders on a tiered AUM-fee model.
- Company typePrivate
- Founded2012
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Marrick Wealth does
Marrick Wealth is a boutique fee-only Registered Investment Advisor (RIA) founded in 2012 and headquartered in Irvine, California. The firm serves approximately 90 high-net-worth client families, primarily in California and across the United States, with a stated minimum of $2M in investable assets per household. Service delivery is built around two integrated offerings: Tax & Financial Planning (delivered by CPA/PFS-credentialed advisors) and Investment Management (delivered by CFP®-credentialed advisors using evidence-based, factor-based portfolio construction). The co-founders, Marty McNamara and Patrick L. Chu, both hold the dual CPA/PFS and CFP® credentials, providing integrated tax and financial planning expertise under one roof — a combination the firm positions as its primary differentiator.
The underlying technology stack is a coordinated set of third-party platforms rather than proprietary systems: eMoney for financial planning, Orion for investment management, and Charles Schwab as third-party custodian for client assets. Portfolio construction follows a goals-based, tax-aware methodology, with most accounts managed on a discretionary basis. The business model is 100% AUM-fee based (tiered from 1.00% on the first $2M declining to 0.50% above $10M), billed quarterly, with no commissions, no product sales, and no referral fees paid to or received from professionals.
The go-to-market motion is primarily referral-driven, leveraging a professional network of attorneys, CPAs, and existing client word-of-mouth, supplemented by content marketing (a monthly newsletter and quarterly Market Reviews) and the firm's website. Clients work directly with one lead advisor, and the firm intentionally caps client load to maintain a low client-to-advisor ratio. The firm has no external institutional investors, no parent company, and no subsidiaries; it operates as an independent, founder-controlled practice with 1–10 employees.
Marrick Wealth firmographics
Firmographics- Name
- Marrick Wealth
- Legal name
- Marrick Wealth
- Website
- https://marrickwealth.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Marrick Wealth is a fee-only RIA in Irvine, California, founded in 2012, providing integrated tax planning and discretionary investment management to ~90 high-net-worth families with $2M+ investable assets, led by dual CPA/PFS and CFP® credentialed co-founders on a tiered AUM-fee model.
- Ownership category
- akta.pro rank
Marrick Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Marrick Wealth is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Marrick Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Assets Under Management (AUM) Fees: Fees calculated as a percentage of assets under management, billed quarterly based on market value at end of quarter. Revenue is 100% from client fees — no commissions, no product sales. The fee schedule is tiered: 1.00% on first $2M for portfolios under $5M, and 0.75%/0.60%/0.50% tiers for portfolios over $5M.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Under $5M AUM: 1.00% on first $2M + 0.75% on next $3M |
| Subscription | Quarterly | Over $5M AUM: tiered 0.75%/0.60%/0.50% |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Marrick Wealth product offering
Product offeringCore offering
Marrick Wealth is a Fee-Only Registered Investment Advisor that delivers integrated tax and financial planning alongside customized, evidence-based investment management to high-net-worth individuals and families. Its offerings—Tax & Financial Planning and Investment Management—are coordinated by CPA/PFS and CFP® credentialed advisors and billed as a percentage of assets under management.
Product overview
Marrick Wealth offers a unified wealth management service combining Tax & Financial Planning with Investment Management. The two core offerings work together as an integrated service: CPA/PFS financial planners provide comprehensive financial planning with integrated tax services, while Fee-Only CFP® professionals deliver customized investment management using evidence-based, factor-based investing strategies. The firm operates on a fee-only model with no product-based pricing—services are billed as a percentage of assets under management (AUM) ranging from 0.50% to 1.00% based on portfolio size. The company serves high-net-worth clients with $2M+ investable assets through client portals including eMoney (financial planning) and Orion (investment management).
Differentiator
Problem solved
Functional benefit
Products and services
- Tax & Financial Planning Comprehensive financial planning services with integrated tax strategy, delivered by CPA/PFS credentialed advisors to high-net-worth individuals and families. The service coordinates tax planning, retirement planning, estate planning, and asset protection within a single fiduciary engagement.
- Investment Management Customized investment management services for high-net-worth clients, built on a disciplined, evidence-based, factor-based approach (size, value, profitability) and implemented on a discretionary basis by Fee-Only CFP® professionals, with client assets held at third-party custodian Charles Schwab.
Quantifiable outcome
- Tax savings: Pre-tax deferrals of $150,000 reducing current year tax liability by over $75,000 for a high-income client.
- +1 more outcomes
Companies that use Marrick Wealth
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Marrick Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Marrick Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwabcoreCharles Schwab serves as the third-party custodian for all client assets. As an RIA, marrick wealth uses Schwab to hold client assets independently of the firm's operations, adding a critical layer of asset protection and regulatory compliance. This custodial relationship is foundational to the firm's fiduciary model.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
Marrick Wealth competitors and assessment
Company assessmentDirect peers
- True Wealth Design: Boutique fee-only financial planning firm providing tax-aware, evidence-based investment management for HNW families. Comparable to Marrick in boutique client ratio, fiduciary stance, and tax-integrated financial planning approach.
- Buckingham Strategic Wealth: Fee-only RIA providing financial planning and evidence-based investment management to HNW individuals and families. Shares Marrick's fiduciary model, tax-aware portfolio construction, and advisor-credentialed positioning.
- Plante Moran Financial Advisors: Fee-only RIA affiliated with a CPA firm, providing integrated tax and financial planning to HNW individuals. Strongly comparable to Marrick's CPA-rooted, tax-integrated RIA model for HNW households.
- Moneta Group: Fee-only, fiduciary RIA providing comprehensive financial planning and investment management to HNW individuals and families. Closely comparable business model to Marrick in clientele, fee-only structure, and tax-aware planning emphasis.
- BDF Wealth Group: Boutique fee-only RIA providing personalized financial planning and investment management to HNW families. Comparable to Marrick in boutique scale, tax-aware planning, and CPA/CFP-credentialed advisor model.
Others
- XY Planning Network: Network and community for fee-only financial advisors serving individual clients. Comparable to Marrick in fee-only fiduciary stance and advisor-community engagement, though operating as an enabling organization rather than a direct advisory firm.
Broad incumbents
- Carson Wealth: National RIA supporting advisor-led wealth management firms for HNW clients. Comparable in serving fee-only fiduciary advisory for individuals, with similar integrated planning orientation but at considerably larger scale.
- Edelman Financial Engines: Large fee-only RIA combining financial planning with technology-enabled investment management for individuals and families. Similar fee-only fiduciary structure and HNW target client base, but far larger and more tech-enabled than Marrick's boutique model.
- Mercer Advisors: Large national RIA providing wealth management and financial planning to HNW households and individuals. Operates in the same fee-based fiduciary segment as Marrick, though with institutional scale and broader service offerings.
- Creative Planning: Large fee-only RIA serving individuals and families across the U.S. with integrated financial planning and investment management. Comparable to Marrick in fiduciary, fee-only stance and HNW focus, but operates at vastly greater scale and breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Marrick Wealth social profiles
Digital presenceMarrick Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Marrick Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Marrick Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Marrick Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Marrick Wealth
What does Marrick Wealth do?
Marrick Wealth is a Fee-Only Registered Investment Advisor that delivers integrated tax and financial planning alongside customized, evidence-based investment management to high-net-worth individuals and families. Its offerings—Tax & Financial Planning and Investment Management—are coordinated by CPA/PFS and CFP® credentialed advisors and billed as a percentage of assets under management.
Is Marrick Wealth a public or private company?
Marrick Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Marrick Wealth founded?
Marrick Wealth was founded in 2012. It employs 1 to 10 people.
Where is Marrick Wealth based?
Marrick Wealth is headquartered in Irvine, United States, in the North America region.
How does Marrick Wealth make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Who are Marrick Wealth's main competitors?
Direct peers on record are True Wealth Design, Buckingham Strategic Wealth, Plante Moran Financial Advisors, Moneta Group and BDF Wealth Group. XY Planning Network is listed as an others. Broad incumbents are Carson Wealth, Edelman Financial Engines, Mercer Advisors and Creative Planning.
Does Marrick Wealth have an API?
No public API is recorded for Marrick Wealth.
What industry is Marrick Wealth in?
Marrick Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.