Jonathan Henrich
Mozella Asset Management · St. Petersburg, Florida
Jonathan Henrich is a fee-only financial advisor at Mozella Asset Management in St. Petersburg, Florida. Mozella Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Mozella Asset Management |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $313K across 7 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6905697 |
| Exams passed | Series 63 (2018) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mozellacapital.com |
| Profile |
How Jonathan's firm compares
- Mozella Asset Management's average account is about $45,000, from its Form ADV (assets managed divided by 7 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan Henrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Mozella Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Mozella Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Henrich based?
Jonathan Henrich is based in St. Petersburg, Florida.
Is Jonathan Henrich registered with the SEC?
Yes. Jonathan Henrich is registered as an investment adviser representative in FL (CRD 6905697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mozella Asset Management manage?
Mozella Asset Management reports $313K across 7 accounts in assets under management.
How do I contact Jonathan Henrich?
Through Jonathan's website, www.mozellacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.