Ocotillo Wealth Management LLC

OCOTILLO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $16 million in regulatory assets.

Ocotillo Wealth Management LLC

OCOTILLO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $16 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

What services does Ocotillo Wealth Management provide?

Ocotillo Wealth Management is registered as an investment advisor, offering wealth management services typical of multi-family offices, including financial planning, portfolio management, and estate planning. However, no specific service menu has been published.

Is Ocotillo Wealth Management a single-family or multi-family office?

The firm is structured as a multi-family office, as indicated by its SEC registration as an investment advisor serving multiple clients. Single-family offices are typically exempt from such registration.

Who are the principals or founders of Ocotillo Wealth Management?

Publicly available records do not name any principals or founders for Ocotillo Wealth Management. No individual names are listed on the firm's LinkedIn or website, which is not captured here.

What is the AUM of Ocotillo Wealth Management?

No AUM figure has been disclosed by the firm or reported in any public source. The AUM band is listed as Undisclosed.

Where is Ocotillo Wealth Management headquartered?

The firm's headquarters city and address are not publicly available. The name suggests a possible location in the southwestern United States, but no confirmed office location exists.

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