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ZANETTI FINANCIAL, LLC

ALBUQUERQUE, NM · CRD 282089 · IAPD ↗ · zanettifinancial.com · 505-250-3754

$809.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ZANETTI FINANCIAL, LLC crossed $500M in regulatory AUM ($404.5M -> $809.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
March 2025 — ZANETTI FINANCIAL, LLC reported RAUM up 46% ($276.4M -> $404.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2024 — ZANETTI FINANCIAL, LLC reported RAUM up 28% ($215.9M -> $276.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.