# ZINNIA WEALTH ADVISORY, LLC

ZINNIA WEALTH ADVISORY, LLC of OCALA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 295122
- Type: SEC-registered investment adviser
- SEC file number: 801-132847
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Charisse Rivers | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/295122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/295122/similar
- Related entities: https://search.stillhousedata.com/firm/295122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/295122

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.