OZ WEALTH MANAGEMENT LLC

Overview

OZ Wealth Management LLC is a small, fee-based registered advisory firm that focuses on portfolio management for individuals and small businesses while also operating as an insurance broker. The firm runs all-discretionary mandates and shows a clear preference for equity-centric allocations, using exchange-traded equities and ETFs as the backbone of client portfolios. OZ Wealth Management does not position itself as a multi-state or pension consultant adviser, and it is not an active ESG investor. Their business model centers on percentage-of-AUM fees and individualized portfolio management rather than running pooled funds or acting as a capital allocator. The client base is exclusively individual and family households, with the firm reporting an owner-type of individual ownership and a narrow, relationship-driven practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices