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 RIA organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee options include a percentage of assets under management as well as hourly and fixed-fee arrangements. Zinnia describes itself as a capital allocator and maintains an industry affiliation with an insurance company. It does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds28%
- Exchange Traded Equities27%
- US Government Bonds25%
- Cash & Cash Equivalents24%
Owners & executives
1 of 1CHARISSE RIVERS
CEO / Financial PlannerCRD 6570638
Contacts
1 of 1PAUL AUTODORE
Financial RepresentativeCRD 6394436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$80.8M in ETFs
98%
$79M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $6.8M | 82,461 | 8.41% |
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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