Mazars Wealth Advisors

Overview

Mazars Wealth Advisors LLC is a small SEC-registered wealth advisory firm that has been active since 2005. The firm operates as a capital allocator and focuses on selecting third-party managers rather than managing all strategies in-house. Its advisory activity is described as the selection of other advisers, and its owner structure includes both a domestic entity and individual ownership. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other structures. The firm does not position itself as an active ESG investor and is not identified as a multi-state adviser or pension consultant. An accounting affiliation is noted, consistent with the Mazars network’s professional services background.

Assets & Accounts

Investments & Alternatives