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ZEGA INVESTMENTS, LLC
CRD 330428 · SEC 801-130244
3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410, United States
Phone
800.380.9342
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$614.0M
Discretionary AUM
$614.0M
Team
10 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ASSET ALLOCATION CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $41.8M |
| High net worth individuals | 58 | $90.4M |
| Other investment advisers | 27 | $481.9M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD