Mozella Asset Management

Mozella Asset Management LLC is an investment adviser registered with the Florida State Administer and based in Saint Petersburg Florida. Mozella Asset Management was formed in 2025 under the laws of the State of Florida in the United States.

Mozella Asset Management LLC registered address is:
5922 9th Ave N. 2nd Floor
Saint Petersburg FL 33710

advisorinfo.sec.gov

Mozella has been investing in traditional and alternative assets since 2009, entering into Private Equity Markets in 2018, and officially registered with the state of FL as Mozella Asset Management LLC as a portfolio manager and Investment Advisor in April 2025. 

Located in sunny St. Petersburg FL we enjoy talking about investing over breakfast, lunch, and dinner. Schedule a phone call, a meeting, or stop by.  

Our primary focus is socially responsible investing and brining ethical standards to the financial world giving our clients power to vote on company policies staying up to date on earnings and business activities amongst our own and clients holdings while speaking up and advocating for change where it may be necessary through ongoing communication, feedback to management and executives, and voting through share ownership.  

We utilize a wide array of resources such as BlackRock RIA Business Consulting, Fundstrat Research, Gotham Asset Management Institutional Resources and 3rd Party Portfolio managers and consulting as needed.