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Building 2ZEPHYR WEALTH MANAGEMENT

Map pinWESTLAKE VILLAGE, CA
Phone(805) 496-6810
NotebookSEC #801-118365
Total AUM
$242.8M
Employees
6
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3625 E. THOUSAND OAKS BLVD.
SUITE 145
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(805) 496-6810
Other Offices
1

ReceiptFinancials

Total AUM
$242.8M
Accounts
687
Discretionary
$156.2M
Accounts
481
Non-Discretionary
$86.7M
Accounts
206

ContactClients

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Individual Clients
174
AUM
$72M
HNW Individual Clients
46
AUM
$109M
Pension/Profit Sharing Plan Clients
22
AUM
$61.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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

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