ZINNIA WEALTH ADVISORY, LLC
CRD #295122 SEC #801-132847 OCALA, FL 352-368-3680
SEC Registered
Total AUM
$146.6M
Discretionary
$146.6M
Employees
10
Clients
251
Accounts
1,099
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RIVERS, CHARISSE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 23, 2025 REGISTERED
Notice Filings (1)
FL
Address
3220 SW 33RD RDOCALA, FL 34474
United States
Phone: 352-368-3680