Overview
Assets Under Management: $147 million
Headquarters: OCALA, FL
High-Net-Worth Clients: 3
Average Client Assets: $2 million
Frequently Asked Questions
ZINNIA WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #295122), ZINNIA WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
ZINNIA WEALTH ADVISORY, LLC is headquartered in OCALA, FL.
ZINNIA WEALTH ADVISORY, LLC serves 3 high-net-worth clients according to their SEC filing dated April 23, 2025. View client details ↓
According to their SEC Form ADV, ZINNIA WEALTH ADVISORY, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ZINNIA WEALTH ADVISORY, LLC manages $147 million in client assets according to their SEC filing dated April 23, 2025.
According to their SEC Form ADV, ZINNIA WEALTH ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,099
Discretionary Accounts: 1,099
Regulatory Filings
CRD Number: 295122
Filing ID: 1981723
Last Filing Date: 2025-04-23 14:49:00
Website: https://zinniawealth.com