Zinnia Wealth Advisory, LLC

Overview

Zinnia Wealth Advisory, LLC is an independent, owner-operated RIA registered with the SEC in 2025 that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third‑party advisers. It bills through asset-based fees plus hourly and fixed-fee arrangements, and positions itself as a capital allocator that can place client capital into third‑party alternative managers. Zinnia is not marketing itself as an ESG investor, does not operate as a multi‑state adviser, and does not act as a pension consultant. The firm also maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives