# Mazuelos & Company Wealth Management

> Mazuelos & Company Wealth Management is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 316534
- Filed as: MAZUELOS & COMPANY WEALTH MANAGEMENT
- Legal name: Mazuelos & Company, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316534
- AdvisorCensus page: https://advisorcensus.com/firm/mazuelos-and-company-wealth-management-316534

## Quick answers

**How is Mazuelos & Company Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mazuelos & Company Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Mazuelos & Company Wealth Management registered with the SEC or a state?**
Mazuelos & Company Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316534.

**How much does Mazuelos & Company Wealth Management manage?**
Mazuelos & Company Wealth Management reports $39,587,368 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does Mazuelos & Company Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (8); corporations or other businesses not listed above (1).

**Does Mazuelos & Company Wealth Management 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/316534

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,587,368
- Discretionary: $39,587,368
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $10,775,177 |
| High net worth individuals | 8 | $28,398,217 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $413,974 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mazuelosco.com
- LinkedIn @robertmazuelos

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mazuelos & Company Wealth Management (CRD 316534): Form ADV filing data as of October 2026.