# OFC Wealth Management

OFC Wealth Management is an Asset Manager based in Los Angeles, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** ofcwealth.com
- **LinkedIn:** https://www.linkedin.com/company/ofc-wealth-management

## Regulatory record

- **CRD number:** 133846
- **SEC file number:** 801-130612
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-25T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133846

## About

OFC is a relationship-driven firm with a high level of financial market expertise that delivers highly personalized service to individuals and families as they grow, manage and protect their wealth. It provides personalized advice based on each client's specific financial situation, objectives, and concerns. As fee-only fiduciaries and NAPFA-registered advisors, the firm acts in clients' best interests and does not earn transaction-based compensation.

## Sectors

- Real Estate
- Private Credit
- Insurance

## People

- Mark J. Weiskind — Founder & CEO

## Questions

### Who runs investment decisions at OFC Wealth Management?

Mark J. Weiskind, the firm's founder and CEO, leads investment decisions. He has directed the firm's acquisition strategy since its founding in 1998, overseeing the sourcing, underwriting, and structuring of commercial real estate investments. The firm does not publicly list additional members of an investment committee.

### What is OFC's investment model — do they operate as a fund or a deal-by-deal syndicator?

OFC operates primarily as a deal-by-deal syndicator rather than a blind-pool fund manager. The firm sources specific commercial real estate properties, structures them for tenant-in-common or similar co-ownership formats, and raises equity from its network of accredited individual investors for each transaction. Investors participate on a per-deal basis, selecting the specific properties in which they invest.

### What types of properties does OFC typically acquire?

OFC concentrates on necessity-anchored retail centers, medical office buildings, and multifamily properties located in secondary and tertiary markets across the United States. These property types share characteristics OFC targets: long-term leases with creditworthy tenants, stable occupancy histories, and cash-flow visibility that supports the distribution yields expected by its individual investor base.

### Is OFC Wealth Management a registered investment advisor?

OFC operates as a real estate sponsor and asset manager, not as a traditional registered investment advisor managing discretionary portfolios. The firm acquires, manages, and disposes of commercial properties on behalf of investors who participate on a per-deal basis. Investors considering participation should conduct their own due diligence on OFC's regulatory status at the time of investment, as registration requirements evolve with business model changes.

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Last updated: 2026-08-11T15:07:41.444Z

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