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Zinnia Wealth Advisory, LLC

● SEC registered since 2025CRD 295122SEC# 801-132847Ocala, FL
Export (members)
Reg. AUM
$146.6M
Employees
10
Accounts
1,099
Location
Ocala, FL

Zinnia Wealth Advisory, LLC assets under management

Zinnia Wealth Advisory, LLC operates as an SEC-registered investment adviser based in Ocala, FL. The firm has been registered since 2025. It reports $146.6 million in regulatory assets under management and employs 10 people.
www.zinniawealth.comView on SEC.gov ↗

Zinnia Wealth Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Charisse Rivers ControlManaging Member & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Zinnia Wealth Advisory, LLC manage?

Zinnia Wealth Advisory, LLC reports $146.6 million in regulatory assets under management on its Form ADV.

How many employees does Zinnia Wealth Advisory, LLC have?

Zinnia Wealth Advisory, LLC reports 10 employees.

Where is Zinnia Wealth Advisory, LLC located?

Zinnia Wealth Advisory, LLC is based in Ocala, FL and has been SEC-registered since 2025.

Does Zinnia Wealth Advisory, LLC disclose fund performance?

Zinnia Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3220 SW 33rd Rd, Ocala, FL 34474
Phone352-368-3680
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.6M
Non-discretionary$0
Total (RAUM)$146.6M