Patrick Chu
Marrick Wealth · Irvine, California
Patrick Chu is a fee-only financial advisor at Marrick Wealth in Irvine, California, who holds the CFP credential. Marrick Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marrick Wealth |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $215.6M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4558767 |
| Exams passed | Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.marrickwealth.com |
How Patrick's firm compares
- Marrick Wealth's average account is about $667,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Patrick
Is Patrick Chu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Marrick Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Marrick Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Chu based?
Patrick Chu is based in Irvine, California.
What credentials does Patrick Chu hold?
Patrick Chu holds the CFP credential.
Is Patrick Chu registered with the SEC?
Yes. Patrick Chu is registered as an investment adviser representative in CA and TX (CRD 4558767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marrick Wealth manage?
Marrick Wealth reports $215.6M across 323 accounts in assets under management.
How do I contact Patrick Chu?
Through Patrick's website, www.marrickwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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