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ZUNA, LLC

PORTLAND, OR · CRD 306113 · IAPD ↗ · teamzuna.com · 971-339-5701

$411.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

54
March 2025 — ZUNA, LLC reported RAUM up 34% ($289.8M -> $389.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
March 2024 — ZUNA, LLC reported RAUM up 40% ($206.7M -> $289.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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