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BLUE ZONE WEALTH ADVISORS, LLC
11812 San Vicente Blvd.
Ste. 250
Los Angeles, California 90049
Tel: (310) 310-2789
About BLUE ZONE WEALTH ADVISORS, LLC
BLUE ZONE WEALTH ADVISORS, LLC, formally registered with the SEC as BLUE ZONE WEALTH ADVISORS, LLC. The firm was established in 10/28/2019. They have over 1 offices throughout the country.
BLUE ZONE WEALTH ADVISORS, LLC is a Los Angeles, California based Financial Planning firm with nearly $462,300,291 assets under management, offering retirement planning & investment advisory services to 414 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305943 |
| SEC# | 801-117548 |
| Assets Managed by Firm | $462,300,291 |
| No. of Clients | 414 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 414 | $462,300,291 |
| Individuals (other than high net worth individuals) | 62 | $17,182,409 |
| High net worth individuals | 84 | $426,190,131 |
| Pension and profit sharing plans | 22 | $18,927,751 |
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