# Marrick Wealth

Marrick Wealth is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** marrickwealth.com
- **LinkedIn:** https://www.linkedin.com/company/marrick-wealth

## Regulatory record

- **CRD number:** 164758
- **SEC file number:** 801-123646
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164758

## About

Marrick Wealth was established in 2012 in Newport Beach, California by managing partners Bryan F. Sullivan and Karl L. Schumacher. The firm emerged as a private-client advisory practice focused on the financial planning and portfolio management needs of high-net-worth individuals and families. Sullivan, who serves as managing partner, maintains the firm's concurrent registration as an SEC-registered investment adviser (CRD# 171578) and a California-licensed insurance agent. The firm's foundational structure reflects a partner-owned model, not an institutionally-backed or bank-affiliated platform. The firm provides investment advisory services that encompass portfolio management, financial planning, and insurance consulting. The strategy relies on selecting external managers and constructing multi-asset portfolios tailored to individual client liquidity needs and risk profiles. Advertised competencies include retirement planning, estate strategy coordination, risk management, and tax-aware portfolio construction. The firm operates from a single office in Newport Beach, serving individuals, high-net-worth individuals, and organizations. The partnership structure, led by Sullivan and Schumacher, implies a small team managing a deliberately limited number of client relationships. No publicly documented adjacent vehicles, operational spinouts, or peer networks are tied to the firm. Marketing materials emphasize the independence of the firm's advice, though geographic focus remains anchored in Southern California private wealth. Marrick Wealth's structural differentiator lies in its partnership simplicity. In contrast to the consolidating RIA aggregators transforming the Newport Beach wealth-management landscape, the firm has maintained its original operating structure since 2012 without pursuing merger or external capital. That continuity—at a known address serving a stable client roster—creates a governance profile free of succession-by-acquisition risk.

## People

- Bryan F. Sullivan — Managing Partner
- Karl L. Schumacher — Managing Partner

## Questions

### Who runs investment decisions at Marrick Wealth?

Managing partners Bryan F. Sullivan and Karl L. Schumacher hold primary responsibility for the firm's advisory decisions. Sullivan maintains both an SEC investment-adviser registration and a California insurance license, reflecting the firm's dual-focus approach (per SEC IAPD). No additional portfolio managers or investment committee members are publicly identified.

### How does Marrick Wealth source investment opportunities for clients?

The firm does not publicly disclose a proprietary sourcing model. Its advisory materials indicate a manager-selection approach that constructs portfolios using external investment vehicles rather than direct investments or in-house strategies. Allocation decisions appear to be made on a per-client basis rather than through centralized model portfolios.

## Related profiles

- [Marquis Wealth Management Group](https://altss.com/profile/marquis-wealth-management-group)
- [Mars Foundation](https://altss.com/profile/mars-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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