Zuma Wealth LLC

Overview

Zuma Wealth LLC is an independent registered investment adviser that provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, families and a limited set of institutional clients. The firm runs fee arrangements that combine percentage-of-assets and fixed fees and delivers portfolio management alongside educational seminars and workshops. Zuma Wealth’s investment activity is heavily weighted toward pooled public funds—mutual funds and similar vehicles—used to implement strategic asset allocation across equity, fixed income and multi-asset sleeves. The firm is not positioned as a capital allocator to direct private managers, and it does not present itself as an active ESG investor. Portfolios are managed on a discretionary basis, which allows the adviser to position holdings to meet client objectives without seeking trade-by-trade approvals. The business model emphasizes outsourced investment exposure via mutual funds and public funds for core allocations, supplemented by targeted alternative real estate exposures to add income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices