Ocotillo Wealth Management LLC

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Client assets under management

$15,900,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$418,421

About

Ocotillo Wealth Management serves individual investors, including high‑net‑worth clients, by providing discretionary asset management, comprehensive financial planning, and targeted financial consulting. The firm operates with a small advisory team and a limited client roster, delivering portfolio management, written plans, and ongoing monitoring.

The firm’s investment process draws on fundamental, technical, and cyclical analysis and it typically manages accounts on an assets‑under‑management fee basis, with the ability to engage sub‑advisers to implement specialized strategies. Account reviews are performed regularly and more frequently as market conditions dictate, and clients may impose investment restrictions or receive tailored written financial plans or consultative engagements.

Distinctive aspects noted in the brochure include offering public seminars and workshops that are educational in nature and provided without charge, a service that is uncommon for firms of this size. The firm’s principals also operate an affiliated insurance business and may recommend insurance products for which they receive commissions; this outside activity is disclosed in the brochure and clients may choose alternative providers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

$1,200 fixed fee for comprehensive financial planning, negotiable and may be waived

Percentage

Up to 1.00% annually, negotiable

Project-based

$250 per hour for consulting services

Main office location

Ocotillo Wealth Management LLC

5635 N. Scottsdale Rd., Suite 170

Scottsdale AZ 85250, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 480-729-6281

Advisors at this firm

Jeremy M

Series 65

Scottsdale, AZ

Ocotillo Wealth Management LLC

Jeremy Mellberg is a financial advisor at Ocotillo Wealth Management LLC in Scottsdale, AZ, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with J.D. Mellberg Financial, LLC and Secure Investment Management, LLC. In addition to his advisory work, he serves as an engineer for the City of Phoenix. Ocotillo Wealth Management serves individual and high-net-worth investors by providing discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small advisory team and uses a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Wealth management

Jessica M

Series 65

Scottsdale, AZ

Ocotillo Wealth Management LLC

Jessica Mellberg is a financial advisor at Ocotillo Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has been with Ocotillo Wealth Management since 2017. In addition to her advisory role, she is involved in an affiliated insurance business as an insurance agent. Ocotillo Wealth Management serves individual and high-net-worth investors through discretionary asset management, comprehensive financial planning, and targeted consulting. The firm employs a small team and focuses on fundamental, technical, and cyclical analysis, offering regular account reviews and educational seminars at no charge.

Wealth management

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