M
CRD: 336501
Mozella Asset Management
$313.4K Total AUM
$313.4K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Mainstar Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2025
- Office Locations
- 1
Office Locations
360 Central Avenue STE 800 St. Petersburg FL
About Mozella Asset Management
Mozella Asset Management is a St. Petersburg-based RIA. The firm has been operating for 1 years. Managing $313.4K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$313.4K AVG AUM / ADVISOR
$104.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jonathan Scott Henrich
Chief Executive Officer
- CRD
- #6905697
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,401 | -- |
| Non-Discretionary | $0 | -- |
| Total | $313,401 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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