Blue Zone Wealth Advisors, LLC

RIASEC Registered
Total AUM
$770M
Discretionary
$770M
100% of AUM
Avg account
$1.3M
Accounts
574
Employees
7
Advisory reps
7

Firm details

Headquarters
Los Angeles, California
CRD number
305943
Registered since
October 28, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.61%
  • Individuals3.39%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blue Zone Wealth Advisors, LLC is an independent RIA organized as an LLC that acts as a discretionary advisor and capital allocator for individuals and families. The firm is registered with the SEC (registered in 2019) and is owned by an individual principal. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with additional services that include pension consulting and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Blue Zone reports an affiliation with an insurance company and does not identify as an active ESG investor. The firm describes itself as a capital allocator that uses third‑party external managers for alternative strategies in addition to managing public equity and ETF exposures. That positioning suggests a blended approach: a public equity core combined with outsourced alternative allocations where the firm sources or selects underlying managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Non-Exchange Traded Equities 8%, Investment Grade Corp Bonds 5%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 2%71%
  • Exchange Traded Equities71%
  • Non-Exchange Traded Equities8%
  • Investment Grade Corp Bonds5%
  • US Government Bonds4%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$171M in ETFs

Passive

97%

$165M

Active

3%

$5.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$44.1M59,67425.87%

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11812 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth