Zinnia Wealth Advisory, LLC
Firm details
- Headquarters
- Ocala, Florida
- CRD number
- 295122
- Registered since
- May 23, 2025
- Website
- zinniawealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals66.29%
- HNWI33.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Zinnia Wealth Advisory, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm serves individuals and families and functions as a capital allocator, selecting external managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. Zinnia does not position itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds28%
- Exchange Traded Equities27%
- US Government Bonds25%
- Cash & Cash Equivalents24%
Owners & executives
1 of 1
Charisse Rivers
CEO / Financial PlannerCRD 6570638
Contacts
2 of 2
Paul Autodore
Financial PlannerCRD 6394436
Benjamin Creamer
Financial PlannerCRD 6625928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$92M in ETFs
94%
$86.9M
1%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $15.8M | 172,779 | 17.20% |
Location
Ocala, FL
Marion
Location
Ocala, FL
Headquartered in Ocala, FL, in the South of the United States.
- Region
- South
- County
- Marion
- Address
- 3220 Sw 33rd Rd
- Time zone
- ET (UTC-5)
- Office locations
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