ZUMA WEALTH LLC

ZUMA WEALTH LLC is an SEC-registered investment adviser (CRD 311488). Regulatory assets under management: $56.8M.

Registration

• CRD: 311488
• Type: Registered investment adviser
• Phone: 310-456-1302
• Latest filing: 2026-03-25
• Regulatory AUM: $56.8M
• Discretionary AUM: $56.8M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 311488 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search