Zinnia Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ocala, FL. Its latest Form ADV filing, dated March 19, 2026, reports $169M in regulatory assets under management, 11 employees, 2 offices, and 1,455 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.9% of total clients.
Top client categories% of clientsClients
1
Individuals
93.9%
481
2
HNWI
6.1%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 19, 2026
Discretionary100.0%
$169M
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$169M
Total Accounts1,455
10Y AUM Change+$22M (+15.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee47:1
10Y Employee Change+1 (+10.0%)
* 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.