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OZ Wealth Management LLC
OZ Wealth Management LLC was established in 2010 by David Ziegler, positioning itself as a wealth advisory firm serving affluent families rather than...
OZ Wealth Management LLC
OZ Wealth Management LLC was established in 2010 by David Ziegler, positioning itself as a wealth advisory firm serving affluent families rather than managing a proprietary investment pool. The firm operates out of Greenwood Village, Colorado, with a focus on holistic financial planning and investment management. The firm structures its offerings as a multi-family office, advising clients on asset allocation across equities, fixed income, and alternative investments including private equity and real estate (per public record). OZ Wealth Management does not operate a dedicated investment fund; instead, it builds customized portfolios for each family using third-party managers and direct holdings. Geographic exposure centers on the United States, with client assets concentrated in the Rocky Mountain region. Team size and total assets under advisement are not publicly disclosed. The firm maintains a relationship with Ziegler Wealth Management, an affiliated entity focused on business succession planning. No recent operational events were verifiable from public sources. The structural differentiator for OZ Wealth Management is its complete separation from any bank or broker-dealer — it operates as an independent, fee-only RIA, a model that allows the firm to claim fiduciary alignment with client interests without product-push conflicts (per the firm's ADV filing).
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Under $1B (Altss estimate)
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Greenwood Village, CO, United States
Principals
David Ziegler
Founder & Principal
Sector focus
Frequently asked questions
Who leads investment decisions at OZ Wealth Management?
David Ziegler oversees the firm's investment strategy as founder and principal. The firm does not publicly name a dedicated CIO, and decisions are made through the advisory team in consultation with clients (per public record).
Does OZ Wealth Management offer direct investment funds?
No — the firm operates as a multi-family office and registered investment advisor that builds custom portfolios for each client using third-party managers, exchange-traded funds, individual securities, and alternative assets. It does not manage any proprietary pooled investment vehicles.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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