Blue Zone Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 305943
- SEC number
- 801-117548
- Firm type
- RIA
- Assets under management
- $770.0M as of Mar 30, 2026
- Website
- www.bluezoneadvisory.com ↗
- Phone
- (310) 310-2789
- Address
- 11812 San Vicente Blvd., Los Angeles, CA, 90049
Advisors at this firm
6 in our index · page 1 of 1
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Bryan James LeeCRD 6104937 · Los Angeles, CAIA Registered
-
Judith Maria LuCRD 4580401 · Los Angeles, CAIA Registered
-
Anderson Jansen LafontantCRD 6562700 · Los Angeles, CAIA Registered
-
Joshua Martin SailarCRD 5995365 · Los Angeles, CAIA Registered
-
Jay Carl SandersCRD 7833247 · Los Angeles, CAIA Registered
-
Justin Junho YooCRD 8177662 · Los Angeles, CAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 305943 ↗
FINRA BrokerCheck record for firm CRD 305943 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.