RIA Intel›Advisers›California›OZ WEALTH MANAGEMENT LLC

OZ WEALTH MANAGEMENT LLC

Advisory

IRVINE, CA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in CA

#3,737

of 5,480 advisers by AUM

Average account

$422K

across 90 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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