Zephyr Wealth Management

Zephyr Wealth Management (CRD# 166303) is a financial advisory firm headquartered in Westlake Village, CA. They manage $341,481,024 in 654 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $522,142
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

AZ, CA, KS, NV

Financial Advisors at Zephyr Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Vanessa M. Moore
CRD#: 5539946
3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA 91362

Vanessa Moore (CRD# 5539946) is an Investment Advisor Representative working at Zephyr Wealth Management in Westlake Village, CA and has over 15 years of experience in the finance industry.

2
Marsha L. Roubidoux
CRD#: 1266597
3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA 91362

Marsha Roubidoux (CRD# 1266597) is an Investment Advisor Representative working at Zephyr Wealth Management in Westlake Village, CA and has over 27 years of experience in the finance industry.

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