Data / Investment advisers / California / Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC, Los Angeles, CA: $770 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Zone Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $770 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 4 private funds.
The request: Watch Blue Zone Wealth Advisors, LLC (CRD number 305943): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 305943
- SEC file number
- 801-117548
- SEC status
- Approved, effective October 28, 2019
- Main office
- 11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049
- Phone
- (310) 310-2789
- Website
- bluezoneadvisory.com
- Regulatory AUM
- $769,963,287 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $769,963,287
- Accounts
- 574
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 4: 3 private equity funds, 1 liquidity fund
- Gross assets of private funds
- $25,595,738
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $743.8 million |
| Individuals (other than high net worth individuals) | 77 | $26.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $770 million | March 30, 2026 |
| December 1, 2025 | $564.8 million | November 20, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Remy Investors & Consultants, LLC | Los Angeles | $887.6 million | 3 | adviserinfo.sec.gov |
| Integrity Growth Partners, L.P. | Los Angeles | $872.6 million | 11 | adviserinfo.sec.gov |
| Arc Capital Partners | Los Angeles | $862.5 million | 11 | adviserinfo.sec.gov |
| Mason & Associates, Inc. | Los Angeles | $828.7 million | Not listed | adviserinfo.sec.gov |
| Legacy Partners, LLC | Los Angeles | $777.9 million | 10 | adviserinfo.sec.gov |
| Sfe Investment Counsel Inc. | Los Angeles | $748.4 million | 2 | adviserinfo.sec.gov |
| Curewell Capital Management, LLC | Los Angeles | $744.3 million | 4 | adviserinfo.sec.gov |
| Alpha Edison Management Company, LLC | Los Angeles | $738.3 million | 34 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Blue Zone Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.