RIA Intel›Advisers›Arizona›OELZE, MELVIN KURT

OELZE, MELVIN KURT

Advisory

AZ

Data as of Aug 31, 2021 · Source: SEC Form ADV

Average account
$307K
across 10 accounts
AUM per adviser
$2M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 31, 2021.

Total AUM
$3M
Discretionary %
100%
Clients
10
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

AGNEW CAPITAL MANAGEMENT LLC
$3M
LTC WEALTH MANAGEMENT, LLC
$3M
P3 FINANCIAL MANAGEMENT, LLC
$3M
PERSONAL BENEFITS PLANNING LLC
PHOENIX, AZ
$3M
TAURUS FINANCIAL CORP
PHOENIX, AZ
$3M
-94.0% 1Y
TOP FUND MANAGEMENT INC
MESA, AZ
$3M
-48.4% 1Y

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