ZUWA FINANCIAL LLC

ZUWA FINANCIAL LLC of LEWISVILLE, TX is an SEC-registered investment adviser (CRD 285050). Regulatory assets under management: $740K.

Registration

• CRD: 285050
• Type: Registered investment adviser
• Location: 4400 STATE HWY 121, LEWISVILLE, TX, 75056
• Phone: 972-891-1831
• Latest filing: 2024-03-30
• Regulatory AUM: $740K
• Non-discretionary AUM: $740K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search