CRD: 288438
Ocotillo Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle beaconRadial
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
About Ocotillo Wealth Management LLC
Ocotillo Wealth Management is a Scottsdale, AZ advisory firm focused on retirement planning, using an ongoing Evaluate–Plan–Implement–Review process and one-on-one meetings to align goals and strategy. The firm emphasizes tax planning for retirement (including “four buckets” tax-diversification concepts) alongside investment management, with portfolios that commonly use ETFs and mutual funds. Custody includes Charles Schwab.
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Owner & Executives
Jeremy David Mellberg
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #6600642
- Ownership
- 50% but less than 75%
Jessica Marie Mellberg
Co-founder, President
- CRD
- #6845576
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,796,859,681 | 58.4% |
| Public Funds | $723,160,637 | 15.1% |
| Cash | $536,384,048 | 11.2% |
| Corporate - Investment Grade | $732,738,923 | 15.3% |
| Total | $4,789,143,289 | 100.0% |