Kurt Oelze, LLC
RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$307K
Accounts
10
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132874
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.18%
- Individuals21.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kurt Oelze, LLC is an owner-operated limited liability company that functions as an independent registered investment adviser. The firm centers on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client focus is primarily individual and family households rather than institutional or pension clients. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not described as a related adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents15%
- US Government Bonds5%
Contacts
1 of 1Kurt Oelze
OwnerCRD 4582462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations