ZAI Technologies LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

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

Firm profile

FINTRX

Overview

ZAI Technologies LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration recorded in 2026) and identifies its client base as individuals and families. Ownership is listed as a mix of a domestic entity and an individual, and the firm operates on a fixed-fee pricing model rather than percentage-based asset fees. Its stated advisory activities focus on financial planning services and the publication of periodicals or newsletters, which suggests the business emphasizes advice and content distribution alongside client planning work. The firm does not identify as a capital allocator and does not list ESG investing as an active focus.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Alona Sudorzhenko

    Alona Sudorzhenko

    FounderCRD 8180131

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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