A complete list of active advisors currently associated with OZ Wealth Management LLC

Warmer can help you find a great advisor at OZ Wealth Management LLC or one who fits your needs even better.

OZ Wealth Management LLC provides discretionary asset management to individual clients, high-net-worth individuals, and small business owners, managing roughly $38 million in discretionary assets across about 31 client relationships. The firm constructs portfolios primarily with exchange-traded funds, mutual funds, individual bonds and equities, and publicly traded REITs and does not participate in wrap fee programs. The firm’s investment approach is grounded in Modern Portfolio Theory and is supplemented by fundamental and technical analysis, emphasizing long-term investing with periodic rebalancing and customized strategies such as buy-and-hold, growth, and value. Accounts are managed on a discretionary basis, reviewed at least quarterly, and subject to additional reviews when market moves of approximately 8–10% occur. A noteworthy aspect of the firm is that it operates as an insurance agency and its principal is a licensed insurance producer (insurance activity comprises less than 10% of the principal’s time), which creates the potential for commission-based conflicts of interest that the brochure discloses and says are mitigated by fiduciary obligations and client choice. The firm also requires custody at Charles Schwab or Altruist and participates in their institutional programs, receiving in-kind benefits such as research, block-trading access, and the ability to have advisory fees deducted directly from client accounts.

To learn more about the advisors currently working at OZ Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.