BLUE ZONE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 305943
- Registered since
- October 28, 2019
- Website
- www.bluezoneadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.61%
- Individuals3.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blue Zone Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm describes itself as a capital allocator serving individual and family clients, charging either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Blue Zone reports an industry affiliation with an insurance company and does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Non-Exchange Traded Equities8%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Non-Investment Grade Corp Bonds3%
Owners & executives
2 of 2BRYAN LEE
Chief Investment OfficerCRD 6104937
JUDITH LU
CEO and Co-FounderCRD 4580401
Contacts
3 of 5Jay Sanders
Investment Adviser RepresentativeCRD 7833247
Anderson Lafontant
Managing DirectorCRD 6562700
JOSHUA SAILAR
PartnerCRD 5995365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$111M in ETFs
95%
$105M
4%
$6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $33.8M | 58,570 | 30.36% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11812 San Vicente Blvd
- Time zone
- PT (UTC-8)
- Office locations
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