K
Kurt Oelze, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,070,000
Clients
10
50% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$307,000
About
The firm provides investment advisory and portfolio management services primarily to individual clients, serving both high‑net‑worth and non‑HNW individuals. It manages a small client base — roughly 10 clients with about $3.07 million in assets under management — and focuses on ongoing portfolio oversight.
Advisory and supervisory responsibilities are handled directly by the firm’s advisors, with the principal acting as the sole supervisor and drawing on prior portfolio management experience and formal finance credentials (MBA and CPA exam completion). In addition to standard portfolio management, the firm reports acting as a sponsor of a wrap‑fee program, offering bundled account services alongside its other advisory work.
Distinctive features include the firm’s role as a wrap‑fee program sponsor, a service that is uncommon among similarly supported firms, and its lack of affiliation with broker‑dealers or other investment firms. The brochure reports no legal or disciplinary history and indicates the firm does not engage in other investment‑related business outside its advisory activities.
Client services
Portfolio management
Main office location
Kurt Oelze, LLC
Phoenix AZ, United States
Number of offices
1
Most active in
Kurt Oelze, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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