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BLUE ZONE WEALTH ADVISORS, LLC
CRD 305943 · SEC 801-117548
11812 SAN VICENTE BLVD., STE. 250, LOS ANGELES, CA, 90049, United States
Phone
(310) 310-2789
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$770.0M
Discretionary AUM
$770.0M
Team
7 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $26.1M |
| High net worth individuals | 104 | $743.8M |
States served
CA, NV, TX, HI, FL
All web addresses on file
- https://www.linkedin.com/company/67559584/admin/
- https://www.linkedin.com/in/josh-sailar-cfp%C2%AE-cpfa-20965325/
- https://www.linkedin.com/in/bryan-j-lee-cfa-94544124/
- https://www.linkedin.com/in/judith-lu-454ba24/
- https://www.linkedin.com/in/jaycsanders
- https://www.linkedin.com/in/andersonlafontant
- https://www.linkedin.com/in/jyoo17
- https://www.bluezoneadvisory.com/
Official SEC filing: View on IAPD