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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENCIVENGA, MARC | I | CHIEF COMPLIANCE OFFICER | NA | |
| BENCIVENGA, MARC | I | CHIEF COMPLIANCE OFFICER | NA | |
| BENCIVENGA, MARC | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| LEE, BRYAN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | |
| BENCIVENGA, MARC | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BENCIVENGA, MARC | I | CHIEF COMPLIANCE OFFICER | E | |
| KARMA WEALTH, LLC | DE | OWNER | E | Control |
| KARMA WEALTH, LLC | DE | OWNER | E | Control |
| KARMA WEALTH, LLC | DE | OWNER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LU, JUDITH, MARIA | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| SAILAR, JOSHUA, MARTIN | I | OWNER | B | |
| SAILAR, JOSHUA, MARTIN | I | OWNER | B | |
| SAILAR, JOSHUA, MARTIN | I | OWNER | B | |
| SAILAR, JOSHUA, MARTIN | I | OWNER | B | |
| SAILAR, JOSHUA, MARTIN | I | OWNER | B | |
| MOSKAL, MELISSA | I | OWNER | A | |
| MOSKAL, MELISSA | I | OWNER | A |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (5)
CA FL HI NV TX
Address
11812 SAN VICENTE BLVD.STE. 250
LOS ANGELES, CA 90049
United States
Phone: (310) 310-2789