MOZELLA ASSET MANAGEMENT

Overview

Mozella Asset Management is a small, independent Registered Investment Adviser that focuses on individualized portfolio management and financial planning for individuals and families. The firm acts as a capital allocator and offers selection of other advisers, indicating it sources third‑party managers and funds rather than building a large in‑house alternatives platform. Fee arrangements combine a percentage of AUM with hourly charges, which is typical for advisers that mix ongoing portfolio oversight with project‑based financial planning. Investment preferences skew to equities as the primary public market exposure, while the firm also allocates to a range of alternative strategies. Mozella Asset Management identifies as not being an active ESG investor and does not operate as a multi‑state or pension consultant adviser; its scope is concentrated on private clients and small businesses, with hands‑on engagement implied by the small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices