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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CrestWave
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
About Mazuelos & Company Wealth Management
Mazuelos & Company Wealth Management is a Fort Lauderdale, FL fee-only, fiduciary RIA providing independent wealth management and financial planning for individuals, families, and business owners. Led by Managing Director Robert Mazuelos (30+ years’ experience, including institutional portfolio management), the firm focuses on personalized asset allocation, risk management, and portfolio construction, with client assets custodied at Charles Schwab.
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Owner & Executives
ROBERT MAZUELOS
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #5818400
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,587,368 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,587,368 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,587,368
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $573,247,117 | 28.8% |
| Cash | $119,426,483 | 6.0% |
| Corporate - Investment Grade | $626,989,034 | 31.5% |
| Equity - Exchange | $149,283,103 | 7.5% |
| Municipal Bonds | $521,495,640 | 26.2% |
| Total | $1,990,441,377 | 100.0% |