← Tributary

ZINNIA WEALTH ADVISORY, LLC

OCALA, FL · CRD 295122 · IAPD ↗ · zinniawealth.com · 352-368-3680

$168.8MRegulatory AUM
2Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — ZINNIA WEALTH ADVISORY, LLC (OCALA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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