Zest
Zest is an SEC-registered ria in Miami, FL with $90.6M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Zest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316889, SEC 801-122725, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $90.6M (2026-03-30)
- Firm type
- Ria
- Location
- Miami, FL
- Employees
- 3
- Clients
- 8
- CRD
- 316889
- Ownership
- ZEST GROUP LLC; REY DE SA, CATALINA; Galvez Fernandez, Alvaro, Eduardo; Do Nascimento Silva, Arthur; Shah, Rajiv
How much AUM does Zest have?
Zest reported $90.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Zest?
Disclosed owners and executives of Zest include ZEST GROUP LLC, REY DE SA, CATALINA, Galvez Fernandez, Alvaro, Eduardo, Do Nascimento Silva, Arthur, Shah, Rajiv. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.