# BLUE ZONE WEALTH ADVISORS, LLC

BLUE ZONE WEALTH ADVISORS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305943
- Type: SEC-registered investment adviser
- SEC file number: 801-117548
- Location: 11812 SAN VICENTE BLVD., STE. 250, LOS ANGELES, CA, 90049
- Phone: (310) 310-2789
- Latest filing: 2026-03-30
- Regulatory AUM: $770.0M
- Discretionary AUM: $770.0M
- Clients: 7
- Accounts: 574

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Judith Maria Lu | OWNER & CHIEF COMPLIANCE OFFICER | — |
| Bryan James Lee | CHIEF INVESTMENT OFFICER | — |
| Joshua Martin Sailar | OWNER | — |
| LEE QUINCY JAMES | CHIEF INVESTMENT OFFICER | — |
| LU JUDITH MARIA | OWNER & CHIEF COMPLIANCE OFFICER | — |
| BENCIVENGA MARC | CHIEF COMPLIANCE OFFICER | — |
| MOSKAL MELISSA | OWNER | — |
| SAILAR JOSHUA MARTIN | OWNER | — |
| Carolyn Stacey Tarantino | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305943/similar
- Related entities: https://search.stillhousedata.com/firm/305943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305943

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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.