# OZ Wealth Management LLC

OZ Wealth Management LLC is a Multi Family Office based in Irvine, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 2010
- **Assets under management:** Under $1B (Altss estimate)
- **Website:** ozwealthmanagement.com

## Regulatory record

- **CRD number:** 307303
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307303

## About

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.

## Sectors

- Investment Advisory
- Wealth Management
- Estate Planning

## People

- David Ziegler — Founder & Principal

## 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.

## Related profiles

- [Ellevate Advisors](https://altss.com/profile/ellevate-advisors)
- [MountainPoint Investment Advisors](https://altss.com/profile/mountainpoint-investment-advisors)

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Last updated: 2026-07-06T01:24:22.651Z

Canonical page: https://altss.com/profile/oz-wealth-management-llc

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