OTT FAMILY HOLDING

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ORLANDO, Florida
CRD number
339247
Registered since
October 24, 2025

Firm profile

FINTRX

Overview

OTT Family Holding is organized as a limited liability company and is registered with the SEC as of 2025. The firm is owned by an individual and is classified as an unclassified adviser in public records. Reported characteristics signal a very limited public footprint: it is not listed as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or a pension consultant. No firm disclosures were provided about portfolio construction, target asset classes, manager selection criteria, or client segments. There is no public information about the use of outside sub-advisers, model portfolios, or white‑label platforms. Given the lack of reported activity, there are no stated preferences for public equities, fixed income, or alternative strategies available in the record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Udo Ulrich Ott

    CEOCRD 8180752

  • Ana Paula de Oliveira Ott

    COOCRD 8180758

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
6982 Lake Nona Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth