CRD: 301891
Mazzella Estate & Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · LPL Financial · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2019
- Office Locations
- 1
Office Locations
About Mazzella Estate & Asset Management, LLC
Mazzella Estate & Asset Management (MEAM) is a completely independent Scottsdale, AZ RIA providing investment management alongside estate planning/administration, retirement planning, insurance analysis, and tax mitigation strategies, with business & executive benefits support—often for business owners. Portfolios make meaningful use of ETFs and public funds with some fixed income exposure. Custody relationships include Schwab and LPL.
Team overview
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Investment Themes
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Owner & Executives
Marianne Mazzella
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
MICHAEL RICHARD MAZZELLA
Managing Member
- CRD
- #324322
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,439,862 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,439,862 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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