ZINNIA WEALTH ADVISORY, LLC

ZINNIA WEALTH ADVISORY, LLC of OCALA, FL is an SEC-registered investment adviser (CRD 295122). Regulatory assets under management: $168.8M.

Registration

• CRD: 295122
• SEC file number: 801-132847
• Type: Registered investment adviser
• Location: 3220 SW 33RD RD, OCALA, FL, 34474
• Phone: 352-368-3680
• Latest filing: 2026-08-04
• Regulatory AUM: $168.8M
• Discretionary AUM: $168.8M
• Clients: 11
• Accounts: 1,455

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295122 on SEC IAPD (source of record)
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