ZIA INVESTMENT ADVISORS

ZIA INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 148777). Regulatory assets under management: $23.7M.

Registration

• CRD: 148777
• Type: Registered investment adviser
• Phone: 505-980-7912
• Latest filing: 2026-02-05
• Regulatory AUM: $23.7M
• Discretionary AUM: $23.7M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search