Mazuelos & Company Wealth Management

Overview

Mazuelos & Company Wealth Management is a small, fee-based registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individuals and small businesses. The firm runs client accounts on a percentage-of-AUM fee model and concentrates its client solutions around public funds and mutual funds as the primary building blocks of portfolios. It explicitly uses third-party vehicles to gain exposure to digital currency as an alternative allocation rather than relying on direct proprietary trading. The firm is not positioned as an active ESG investor and operates as a single-state adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices