Zanetti Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated April 6, 2026, reports $809M in regulatory assets under management, 2 employees, and 1,481 accounts.
Assets Under Management
$809M
Employees
2
Offices
--
Total Clients
1,481
Primary office
ALBUQUERQUE, NM
5130 SAN FRANCISCO RD NE, SUITE A, ALBUQUERQUE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
1,185
2
HNWI
20.0%
296
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$809Mas of April 6, 2026
Discretionary100.0%
$809M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$809M
Total Accounts1,481
10Y AUM Change+$674M (+499.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee741:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.