ZUWA FINANCIAL LLC
Firm details
- Headquarters
- LEWISVILLE, Texas
- CRD number
- 285050
- Website
- www.zuwafinancial.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Zuwa Financial LLC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm is structured as a limited liability company and is owned by an individual. Zuwa Financial provides a range of services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not actively engage in ESG investing and is not classified as a multi-state 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 Funds100%
Owners & executives
1 of 1RICHARD OMOBOGIE
Owner & CEOCRD 5446288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEWISVILLE, TX
DENTON
Location
LEWISVILLE, TX
Headquartered in LEWISVILLE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 4400 State Highway 121
- Time zone
- CT (UTC-6)
- Office locations
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