Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

ZINNIA WEALTH ADVISORY, LLC

dba ZINNIA WEALTH ADVISORY, LLC · CRD 295122 · Registered Investment Adviser

ZINNIA WEALTH ADVISORY, LLC is a Registered Investment Adviser headquartered in OCALA, FL. The firm reports $168,819,527 in regulatory assets under management across 1,455 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$168,819,527
Non-discretionary$0
Total RAUM$168,819,527
Accounts1,455

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 295122. adviserinfo.sec.gov/firm/summary/295122.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.