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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2020
- Office Locations
- 1
Office Locations
About OZ Wealth Management LLC
OZ Wealth Management (founded 2020) is an Irvine, CA registered investment advisory firm providing investment management, wealth management, and personalized financial planning for individuals, families, and business owners. The firm builds active strategies in public markets and tailored portfolios across stocks, ETFs, mutual funds, fixed income, options, futures, and cryptocurrency, supported by a secure digital platform for fund transfers and performance reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Zhe Feng Zhang
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #6334674
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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