ZAI TECHNOLOGIES LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
0

Firm details

Headquarters
THOUSAND OAKS, California
CRD number
342129
Registered since
May 12, 2026
Fee structure
Subscription Fees, Fixed Fees
Services
Financial PlanningPublication of Periodicals

Firm profile

FINTRX

Overview

ZAI Technologies LLC is a limited liability company that registered with the SEC in 2026 as a newly formed investment adviser. The firm’s stated advisory activities center on financial planning and the publication of periodicals or newsletters, indicating a mix of client-facing planning work and content-driven insight or thought leadership. ZAI Technologies uses a subscription- and fixed-fee billing model rather than asset-based fees. The adviser is not set up as a capital allocator and is not identified as an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser.

Assets & Accounts

Location & Offices

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THOUSAND OAKS, CA

VENTURA

Location

THOUSAND OAKS, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
VENTURA
Address
1547 Warwick Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth