Kurt Oelze, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and portfolio management services primarily to individual clients, serving both high‑net‑worth and non‑HNW individuals. It manages a small client base — roughly 10 clients with about $3.07 million in assets under management — and focuses on ongoing portfolio oversight.
Advisory and supervisory responsibilities are handled directly by the firm’s advisors, with the principal acting as the sole supervisor and drawing on prior portfolio management experience and formal finance credentials (MBA and CPA exam completion). In addition to standard portfolio management, the firm reports acting as a sponsor of a wrap‑fee program, offering bundled account services alongside its other advisory work.
Distinctive features include the firm’s role as a wrap‑fee program sponsor, a service that is uncommon among similarly supported firms, and its lack of affiliation with broker‑dealers or other investment firms. The brochure reports no legal or disciplinary history and indicates the firm does not engage in other investment‑related business outside its advisory activities.
Client services
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Kurt Oelze, LLC · Kurt Oelze, Mba · Oelze, Melvin Kurt
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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