Blue Zone Wealth Advisors, LLC

Overview

Blue Zone Wealth Advisors, LLC is an independent, individual‑owned registered investment adviser that began SEC registration in 2019. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. It bills clients via a percentage of assets under management and by fixed fees, and identifies itself as a capital allocator that uses third‑party managers in its investment program. Blue Zone is not an active ESG investor and does not report multistate adviser status. The firm lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices