marrick wealth

Financial Services • Irvine, California, United States • 1-10 Employees

Company overview

Headquarters	2211 Michelson Drive, Suite 545, Irvine, CA 92612, US
Phone number	+19492589700
Website	marrickwealth.com
NAICS	52
SIC	628
Keywords	Financial Planning, Investment Management, Income Tax Planning, Employee Benefit Planning
Founded	2012
Employees	1-10
Socials

Key Contact at marrick wealth

Marty Mcnamara

Co-Founder, Wealth Advisor

marrick wealth Email Formats

marrick wealth uses 1 email format. The most common is {first initial} (e.g., j@marrickwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@marrickwealth.com	100%

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 revenue & valuation

Annual revenue	$4,344,531
Revenue per employee	$2,173,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

marrick wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

marrick wealth has never raised funding before.

marrick wealth Tech Stack

Discover the technologies and tools that power marrick wealth's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

reCAPTCHA

Security

Microsoft 365

Afterpay

Buy now pay later

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Google Hosted Libraries

CDN

Squarespace Commerce

Ecommerce

Frequently asked questions

marrick wealth is located in Irvine, California, US.

You can reach marrick wealth at +19492589700.

marrick wealth was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

marrick wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at marrick wealth

Marty Mcnamara

Co-Founder, Wealth Advisor

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