Mezzi

Overview

Mezzi is an independent registered investment adviser organized as a corporation. The firm registered with the SEC in 2025 and is owned by a mix of a domestic entity and an individual. Its stated client focus is individuals and families; service delivery centers on financial planning and portfolio management for individual clients and small businesses. Mezzi charges fixed fees rather than percentage-of-assets or performance-based fees. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant. It is not described as a related adviser to another firm and is not classified as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices