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ZINNIA WEALTH ADVISORY, LLC

CRD 295122 · SEC 801-132847

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3220 SW 33RD RD, OCALA, FL, 34474, United States

Phone

352-368-3680

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.8M

Discretionary AUM

$168.8M

Team

11 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals481$111.9M
High net worth individuals31$56.9M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD