LOS ANGELES, CACRD 305943Latest ADV March 30, 2026
Blue Zone Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $770M in regulatory assets under management, 7 employees, and 574 accounts.
Assets Under Management
$770M
Employees
7
Offices
--
Total Clients
181
Primary office
LOS ANGELES, CA
11812 SAN VICENTE BLVD., STE. 250, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.5% of total clients.
Top client categories% of clientsClients
1
HNWI
57.5%
104
2
Individuals
42.5%
77
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$770Mas of March 30, 2026
Discretionary100.0%
$770M
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$770M
Total Accounts574
10Y AUM Change+$770M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change+4 (+133.3%)
* 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.