A complete list of active advisors currently associated with Zuma Wealth LLC
Warmer can help you find a great advisor at Zuma Wealth LLC or one who fits your needs even better.
Zuma Wealth LLC provides integrated wealth management, combining discretionary investment management with financial planning and project-based planning services. The firm advises individuals and high-net-worth clients and also accepts nonprofit and charitable organizations, offering portfolio oversight and tailored financial plans with ongoing monitoring. Its investment process blends fundamental and economic analysis with behavioral psychology, technical analysis, and modern portfolio theory to inform asset allocation and portfolio construction. Zuma Wealth executes long-term and short-term trades, uses options strategies, and may evaluate private investments, typically managing accounts under discretionary authority while accommodating client-imposed restrictions. Notably, the firm includes nonprofit institutions among its client types and regularly offers no-fee educational workshops for clients and prospects—services that are uncommon among peers. It operates with institutional custodian relationships (primarily SchwabInstitutional), can establish standing letter-of-instruction transfer arrangements, and manages a modestly sized, boutique client base.
To learn more about the advisors currently working at Zuma Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Malibu, CA
| 14
|
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