MAZZELLA ESTATE & ASSET MANAGEMENT, LLC

Overview

Mazzella Estate & Asset Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and provides selection-of-other-advisers services. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm identifies as a capital allocator and reports active ESG investing as part of its approach. Investment activity centers on pooled public vehicles for core exposure, while the firm also allocates to third‑party alternative managers for private equity and real estate. The adviser maintains ties to the insurance industry, and uses annuities and corporate debt instruments alongside mutual funds to meet client objectives. Given the modest aggregate AUM and client base, the practice appears oriented toward personalized planning and outsourced manager selection rather than large in‑house asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices