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BLUE ZONE WEALTH ADVISORS, LLC

LOS ANGELES, CA · CRD 305943 · IAPD ↗ · bluezoneadvisory.com · (310) 310-2789

$770.0MRegulatory AUM
6Advisory reps
7Employees
1Clients
1-10Planning clients
4Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BLUE ZONE WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2026 — BLUE ZONE WEALTH ADVISORS, LLC reported RAUM up 36% ($564.8M -> $770.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — BLUE ZONE WEALTH ADVISORS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — BLUE ZONE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($462.3M -> $564.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — BLUE ZONE WEALTH ADVISORS, LLC reported RAUM up 27% ($363.1M -> $462.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — BLUE ZONE WEALTH ADVISORS, LLC now reports custody of client assets ($10.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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