Ocotillo Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ocotillo Wealth Management serves individual investors, including high‑net‑worth clients, by providing discretionary asset management, comprehensive financial planning, and targeted financial consulting. The firm operates with a small advisory team and a limited client roster, delivering portfolio management, written plans, and ongoing monitoring.
The firm’s investment process draws on fundamental, technical, and cyclical analysis and it typically manages accounts on an assets‑under‑management fee basis, with the ability to engage sub‑advisers to implement specialized strategies. Account reviews are performed regularly and more frequently as market conditions dictate, and clients may impose investment restrictions or receive tailored written financial plans or consultative engagements.
Distinctive aspects noted in the brochure include offering public seminars and workshops that are educational in nature and provided without charge, a service that is uncommon for firms of this size. The firm’s principals also operate an affiliated insurance business and may recommend insurance products for which they receive commissions; this outside activity is disclosed in the brochure and clients may choose alternative providers.
Client services
Expertise
Fee options
$1,200 fixed fee for comprehensive financial planning, negotiable and may be waived
Up to 1.00% annually, negotiable
$250 per hour for consulting services
Main office
5635 N. Scottsdale Rd., Suite 170
Scottsdale AZ 85250
Advisors at this office
2
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Jeremy M
Series 65
Scottsdale, AZ
Ocotillo Wealth Management LLC
Jeremy Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with J.D. Mellberg Financial, LLC and Secure Investment Management, LLC. In addition to his advisory work, he serves as an engineer for the City of Phoenix. Ocotillo Wealth Management serves individual and high-net-worth investors by providing discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in managing client portfolios.
Jessica M
Series 65
Scottsdale, AZ
Ocotillo Wealth Management LLC
Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 license with nine years of industry experience. She has worked at Ocotillo Wealth Management since 2017 and is also involved with Ocotillo Financial, LLC, where she operates as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in its investment process, offering educational seminars and workshops without charge.
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