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Mazars Wealth Advisors
MAZARS WEALTH ADVISORS is an SEC-registered investment adviser in NEW YORK, NY, registered since 2005. It has two employees. The firm is based in New York.
Overview
MAZARS WEALTH ADVISORS is an SEC-registered investment adviser in NEW YORK, NY, registered since 2005. It has two employees. The firm is based in New York.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United Kingdom
City
New York
Corporate office
London, United Kingdom
Frequently asked questions
How does the Mazars partnership structure affect the wealth advisory business?
The wealth advisory unit sits inside a multidisciplinary partnership governed by the Mazars UK board. Clients can access tax advisers, transaction specialists, and estate planners across the partnership without external referral arrangements. The trade-off is that the wealth team operates within a broader firm whose primary revenue driver remains audit and assurance.
What investment services does Mazars Wealth Advisors offer?
The firm provides managed portfolio services, bespoke investment mandates, and third-party fund selection across equities, fixed income, and alternatives. It is authorized by the FCA to hold client money and arrange investment transactions, though specific AUM and portfolio compositions are not publicly disclosed.
Does Mazars Wealth Advisors make direct investments in private companies?
There is no public evidence of direct private-company investing by the wealth advisory unit. Its permissions cover arranging deals in investments rather than advising on them directly, and its client literature emphasizes managed portfolios and financial planning over direct deal flow.
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