← Back to searchVisit website
RZH ADVISORS LLC
RELYEA ZUCKERBERG HANSON, LLC
CRD 125696 · SEC 801-71454
ONE LANDMARK SQUARE, 11TH FLOOR, STAMFORD, CT, 06901, United States
Phone
203-355-0880
Fax
203-355-0881
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.45B
Discretionary AUM
$2.45B
Team
11 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $109.3M |
| High net worth individuals | 306 | $2.34B |
States served
CA, DC, MD, MA, NJ, NY, NC, RI, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/jean-paul-atallah
- https://www.linkedin.com/in/ivy-alexander-7b019555/
- https://www.linkedin.com/in/jane-michener-3445936/
- https://www.linkedin.com/in/susan-ecker-61561a5/
- https://www.linkedin.com/in/breanna-gabriel-9a656441/
- https://www.linkedin.com/in/lauren-rowland-72568035/
- https://www.linkedin.com/in/brendan-mcewan-cfp%C2%AE-371a9220/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/RZHADVISORSLLC
- https://www.linkedin.com/in/carl-zuckerberg-cfp%C2%AE-aif%C2%AE-cima%C2%AE-95977026/
- HTTPS://WWW.RZHADVISORS.COM
- https://www.linkedin.com/in/spencer-cooper-6844983/
- https://www.linkedin.com/in/candice-fallon/
- https://www.linkedin.com/in/austin-doebler/
Official SEC filing: View on IAPD