Marrick Wealth
Financial Services
2211 Michelson Drive
2 employees
- Employees
- 2
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Marrick Wealth Overview
- Headquarters
- 2211 Michelson Drive
- Website
- marrickwealth.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2012
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Marrick Wealth Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Marrick Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Patrick Chu, Cpa, Cfp® | Co-founder & Wealth Advisor at Marrick | Irvine, California, United States |
Email
Phone
|
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
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