Zuma Wealth LLC

Zuma Wealth LLC (CRD# 311488) is a financial advisory firm headquartered in Malibu, CA. They manage $32,736,911 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,212,478
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Zuma Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theresa F. Spath
CRD#: 2554263
26327 Fairside Road, Malibu, CA 90265

Theresa Spath (CRD# 2554263) is an Investment Advisor Representative working at Zuma Wealth LLC in Malibu, CA and has 1 year of experience in the finance industry.

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