OZ Wealth Management LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 307303
- Website
- www.ozwealthmanagement.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.95%
- Individuals21.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
OZ Wealth Management LLC is a small, owner-operated LLC that provides fee-based portfolio management to individuals and families. The firm charges a percentage of AUM and lists insurance brokerage among its business activities. Its advisory focus is on direct portfolio management for individuals and small businesses rather than institutional or pension consulting work. The firm does not identify as an active ESG investor and is not positioned as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Public Funds/Mutual Funds15%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Zhe Feng Zhang
Registered Investment AdvisorCRD 6334674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 530 Technology Dr
- Time zone
- PT (UTC-8)
- Office locations
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