Zuma Bay Capital, LLC

Zuma Bay Capital, LLC (CRD# 158742) is a financial advisory firm headquartered in Westlake Village, CA. They manage $100,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $16,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Zuma Bay Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig R. Everett
CRD#: 5960907
2629 Townsgate Rd, Suite 235, Westlake Village, CA 91361
93
Wealthminder
score

Craig Everett (CRD# 5960907) is an Investment Advisor Representative working at Zuma Bay Capital, LLC in Westlake Village, CA and has over 5 years of experience in the finance industry.

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