OZ WEALTH MANAGEMENT LLC

OZ WEALTH MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 307303). Regulatory assets under management: $38.0M.

Registration

• CRD: 307303
• Type: Registered investment adviser
• Location: 530 TECHNOLOGY DRIVE, IRVINE, CA, 92618
• Phone: 949-378-5530
• Latest filing: 2026-02-16
• Regulatory AUM: $38.0M
• Discretionary AUM: $38.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search