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).
Current Firm Details
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts27ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Zuma Wealth LLC
1
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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