|
⚲
|
| Keyboard |
| Zinnia Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 295122 |
| SEC # | 801-132847 |
| CIK # | 0002073676 |
| AUM | 168.8 M (2026-03-19) |
| Employees | 11 (18% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 352-368-3680 |
| Address | 3220 SW 33rd Rd Ocala, FL 34474 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.0 | ||
| Global MOFY Metaverse Ltd | 3.7 | ||
| Trebia Acquisition Corp | 3.3 | ||
| Apple Inc | 3.0 | ||
| SPDR Gold Trust | 2.9 | ||
| Microsoft Corp | 1.8 | ||
| Wal Mart Stores Inc | 1.7 | ||
| Amazon Com Inc | 1.4 | ||
| Caterpillar Inc | 1.2 | ||
| Tesla Motors Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 111.9 |
| (b) Individuals (high net worth individuals) | 31 | 56.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,455 | 168.8 |
| By Discretionary | ||
| Discretionary | 1,455 | 168.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,455 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 1,455 | 168.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002073676] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 169.8 M |
|
Titanium Advisors LLC
✚
|
MA | 169.7 M |
|
Leatherback Investments LLC
✚
|
NJ | 169.6 M |
|
Cedar Spring Advisors LLC
✚
|
169.4 M | |
|
Peltoma Capital Partners LLC
✚
|
168.9 M | |
|
Rigden Enterprises
✚
|
CO | 168.9 M |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 168.7 M |
|
F5 Financial Planning LLC
✚
|
168.7 M | |
|
Lifepoint Planning PLLC
✚
|
IL | 168.5 M |
|
TLC Group Investment Advisors LLC
✚
|
PA | 168.4 M |