Be advised. This firm is no longer registered.

Moneyzen Wealth Management, LLC

Moneyzen Wealth Management, LLC (CRD# 164529) is a financial advisory firm headquartered in Santa Fe, NM. They manage $30,056,733 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
223 N. Guadalupe St, #555, Santa Fe, NM 87501
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $812,344
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NM, NY

Financial Advisors at Moneyzen Wealth Management, LLC
No Advisor Found.

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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