# Kurt Oelze, LLC

> Kurt Oelze, LLC is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 31, 2021.

- CRD: 132874
- Filed as: KURT OELZE, LLC
- Legal name: Oelze, Melvin Kurt
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: August 31, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132874
- AdvisorCensus page: https://advisorcensus.com/firm/kurt-oelze-llc-132874

## Quick answers

**How is Kurt Oelze, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kurt Oelze, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Kurt Oelze, LLC registered with the SEC or a state?**
Kurt Oelze, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132874.

**How much does Kurt Oelze, LLC manage?**
Kurt Oelze, LLC reports $3,070,000 in regulatory assets under management in its Form ADV filing dated August 31, 2021 (100% discretionary).

**What types of clients does Kurt Oelze, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (5).

**Does Kurt Oelze, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132874

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,070,000
- Discretionary: $3,070,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $670,000 |
| High net worth individuals | 5 | $2,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kurt Oelze, LLC (CRD 132874): Form ADV filing data as of October 2026.