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OZ Wealth Management LLC
OZ Wealth Management LLC is a state-registered investment adviser in Irvine, CA. The firm manages approximately $38 million in regulatory assets.
Overview
OZ Wealth Management LLC is a state-registered investment adviser in Irvine, CA. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Greenwood Village, CO, United States
Principals
David Ziegler
Founder & Principal
Sector focus
Frequently asked questions
What types of clients does OZ Wealth Management serve?
The firm targets high-net-worth individuals and families, primarily based in the Rocky Mountain region. It does not serve institutional investors such as pension funds or endowments.
How is OZ Wealth Management compensated?
The firm operates as a fee-only RIA, charging clients a percentage of assets under management. It does not accept commissions, trailing commissions, or performance-based fees (per SEC ADV filing).
Is OZ Wealth Management affiliated with a bank or broker-dealer?
No — the firm is independently owned and not affiliated with any bank, brokerage, or insurance company. This structure is designed to eliminate conflicts of interest in product recommendations.
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