Blue Zone Wealth Advisors, LLC

Overview

Blue Zone Wealth Advisors, LLC is an independent RIA organized as an LLC that acts as a discretionary advisor and capital allocator for individuals and families. The firm is registered with the SEC (registered in 2019) and is owned by an individual principal. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with additional services that include pension consulting and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Blue Zone reports an affiliation with an insurance company and does not identify as an active ESG investor. The firm describes itself as a capital allocator that uses third‑party external managers for alternative strategies in addition to managing public equity and ETF exposures. That positioning suggests a blended approach: a public equity core combined with outsourced alternative allocations where the firm sources or selects underlying managers.

Assets & Accounts

Public Holdings

Investments & Alternatives