Zinnia Wealth Advisory, LLC
Zinnia Wealth Advisory, LLC is an SEC-registered mass-market adviser in Ocala, FL with $168.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Zinnia Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 295122, SEC 801-132847, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $168.8M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Ocala, FL
- Employees
- 11
- Clients
- 512
- CRD
- 295122
- Ownership
- RIVERS, CHARISSE
How much AUM does Zinnia Wealth Advisory, LLC have?
Zinnia Wealth Advisory, LLC reported $168.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Zinnia Wealth Advisory, LLC?
Disclosed owners and executives of Zinnia Wealth Advisory, LLC include RIVERS, CHARISSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.