Blue Zone Wealth Advisors, LLC

Blue Zone Wealth Advisors, LLC (CRD# 305943) is a financial advisory firm headquartered in Los Angeles, CA. They manage $462,300,291 in 414 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049
https://www.bluezoneadvisory.com/
By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $1,116,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX

Financial Advisors at Blue Zone Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Bryan Lee, financial advisor Los Angeles CA
Bryan J. Lee
CRD#: 6104937
11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049

Bryan Lee (CRD# 6104937) is an Investment Advisor Representative working at Blue Zone Wealth Advisors, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

2
Judith Lu, financial advisor Los Angeles CA
Judith M. Lu
CRD#: 4580401
11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049

Judith Lu (CRD# 4580401) is an Investment Advisor Representative working at Blue Zone Wealth Advisors, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

3
Joshua Sailar, financial advisor Los Angeles CA
Joshua M. Sailar
CRD#: 5995365
11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049

Joshua Sailar (CRD# 5995365) is an Investment Advisor Representative working at Blue Zone Wealth Advisors, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

4
Jay Sanders, financial advisor Los Angeles CA
Jay C. Sanders
CRD#: 7833247
11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049

Jay Sanders (CRD# 7833247) is an Investment Advisor Representative working at Blue Zone Wealth Advisors, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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