OCOTILLO WEALTH MANAGEMENT LLC

Overview

Ocotillo Wealth Management LLC is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm acts as a capital allocator, combining financial planning with discretionary portfolio management and the selection of third-party managers. Its stated service set also includes educational seminars and workshops, and it charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity shows a clear preference for equities as the core exposure, supplemented by third-party alternative managers and insurance products. The firm is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Custody and trading flow through a primary custodian relationship that supports liquid access to exchange-traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices