BZ WEALTH ADVISORS, LLC

Overview

BZ Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2025. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include both a percentage-of-assets model and fixed fees. The firm identifies itself as a capital allocator and flags relationships with related advisers; its activities also include acting as an investment sponsor or managing member for pooled investment vehicles. BZ Wealth Advisors is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices