Ofc Wealth Management
Ofc Wealth Management is an SEC-registered wealth manager with $182.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Ofc Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133846, SEC 801-130612, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $182.8M (2026-02-25)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 99
- CRD
- 133846
- Ownership
- JAFFE, EMILY, MICHELLE; WATERS, JEFFREY, RICHARD
How much AUM does Ofc Wealth Management have?
Ofc Wealth Management reported $182.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Ofc Wealth Management?
Disclosed owners and executives of Ofc Wealth Management include JAFFE, EMILY, MICHELLE, WATERS, JEFFREY, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.