Mazuelos & Company Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,173,394
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
21% high-net worth
Advisors
1
of 1 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
39
HighAverage account size
$1,004,446
About
Mazuelos & Company Wealth Management provides discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients), trusts, and small businesses. The firm primarily invests in equity securities, mutual funds, and exchange-traded funds and monitors portfolios continuously with periodic rebalancing.
The firm implements client strategies using third‑party financial planning software and model portfolios, typically operating with discretionary authority granted by clients; clients generally may not impose restrictions on specific holdings within those models. Its investment approach emphasizes long-term purchases and ongoing monitoring, with additional reviews triggered by changes in market conditions or a client’s financial circumstances.
What distinguishes the firm from many peers is its acceptance of small business or corporate clients alongside individual and trust relationships, a comparatively uncommon service offering for independent advisers of its type. The brochure also discloses that financial planning is included with portfolio management, that the firm uses AI tools (including meeting recordings with an opt‑out option), and that it reports approximately $39.6 million in discretionary assets under management across roughly 39 client relationships.
Client services
Portfolio management
Expertise
Concentrated stock management
Wealth management
Fee options
Under $1,000,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.60% Above $5,000,000+: Negotiable
Main office location
Mazuelos & Company Wealth Management
Fort Lauderdale FL, United States
Number of offices
1
Most active in
Mazuelos & Company Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
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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