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Building 2BLUE ZONE WEALTH ADVISORS, LLC

Map pinLOS ANGELES, CA
Phone(310) 310-2789
NotebookSEC #801-117548
Total AUM
$770M
Employees
7
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11812 SAN VICENTE BLVD.
STE. 250
LOS ANGELES
CA 90049
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
(310) 310-2789

ReceiptFinancials

Total AUM
$770M
Accounts
574
Discretionary
$770M
Accounts
574
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$26.1M
HNW Individual Clients
104
AUM
$743.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHINVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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