Mazars Usa Wealth Advisors Llc

SEC-registered Investment Adviser CRD 133936 · SEC file 801-63968 · New York, NY

☆ Save with Pro ADV data as of Aug 19, 2026

Regulatory AUM: —
Discretionary: —
Clients: —
Avg AUM / client: —
Accounts: —
Employees: 1

AUM over time

$87.0M $193M

Jan 27, 2012 Dec 1, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 19, 2026

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Michel, Carijn	Principal, Chief Compliance Officer		Aug 2008 (18y)	Less than 5%
Lisa Faye Osofsky	Registered representative	Personal Financial Specialist	Jun 2026 (0y)

Entity owners (Schedule A/B)

Entity	Title / status	Since	Sch.	Ownership
Weiser Holding Group Llc	Sole Member	Nov 2004	A	75% or more
Mazars Usa Llp	Sole Member	Mar 1999	B	≈ 56.25% – 100% via Weiser Holding Group Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

Mazars Usa Llp: 75% – 100% of Weiser Holding Group Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	04/27/2026	1.17 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Other fees
• PROMOTER COMPENSATION

Services

• Selection of other advisers

Custody

Reported custodians

Sei Investments Distribution Co. $193M (100% of AUM) Dec 2023

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 19, 2026.

View current Form ADV (SEC/IAPD) ↗