BLUE ZONE WEALTH ADVISORS, LLC
CRD #305943 SEC #801-117548 LOS ANGELES, CA (310) 310-2789
SEC Registered Private Funds
Total AUM
$564.8M
Discretionary
$564.8M
Employees
6
Clients
0
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $564.8M | $564.8M | $0 | 6 | 1 |
| Mar 2025 | $564.8M | $564.8M | $0 | 6 | 1 |
| Mar 2024 | $462.3M | $462.3M | $0 | 5 | 0 |
| Oct 2023 | $363.1M | $363.1M | $0 | 4 | 0 |
| Mar 2023 | $363.1M | $363.1M | $0 | 4 | 0 |
| Nov 2022 | $399.2M | $399.2M | $0 | 4 | 0 |
| Mar 2022 | $399.2M | $399.2M | $0 | 4 | 0 |
| Mar 2021 | $294M | $294M | $0 | 4 | 0 |
| Oct 2020 | $228.8M | $228.8M | $0 | 4 | 0 |
| Aug 2020 | $228.8M | $228.8M | $0 | 4 | 0 |
| Jun 2020 | $228.8M | $228.8M | $0 | 4 | 0 |
| Mar 2020 | $228.8M | $228.8M | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$564.8M
Discretionary$564.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$564.8M
Discretionary$564.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$462.3M
Discretionary$462.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$363.1M
Discretionary$363.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$399.2M
Discretionary$399.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0