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OZ WEALTH MANAGEMENT LLC
CRD 307303
530 TECHNOLOGY DRIVE, SUITE 100, IRVINE, CA, 92618, United States
Phone
949-378-5530
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.0M
Discretionary AUM
$38.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $8.0M |
| High net worth individuals | 9 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD