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BLUE ZONE WEALTH ADVISORS, LLC
BLUE ZONE WEALTH ADVISORS, LLC
LOS ANGELES, California
·
3 registered advisors
·
CRD# 305943
SEC# 801-117548
0
(310) 310-2789
01
Firm Overview
AUM
$462M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BLUE ZONE WEALTH ADVISORS, LLC
3 registered advisors
Bryan James Lee
LOS ANGELES, California
CFA
CRD# 6104937
Joshua Martin Sailar
LOS ANGELES, California
CFP
CRD# 5995365
Judith Maria Lu
LOS ANGELES, California
CRD# 4580401
05
Office Locations
LOS ANGELES, California
3 advisors
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Data sourced from SEC Form ADV filings. BLUE ZONE WEALTH ADVISORS, LLC (CRD# 305943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.