Zega Investments, LLC
Zega Investments, LLC is an SEC-registered wealth manager in Palm Beach Gardens, FL with $614.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Zega Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330428, SEC 801-130244, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $614.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 10
- Clients
- 197
- CRD
- 330428
- Ownership
- MCDEVITT, JOHN, THOMAS; GRANGER, JIM; MOORE, DEREK, BRIAN; BAKER, JILLIAN, DAURY; PESTRICHELLI, JOHN, ALEXANDER
How much AUM does Zega Investments, LLC have?
Zega Investments, LLC reported $614.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Zega Investments, LLC?
Disclosed owners and executives of Zega Investments, LLC include MCDEVITT, JOHN, THOMAS, GRANGER, JIM, MOORE, DEREK, BRIAN, BAKER, JILLIAN, DAURY, PESTRICHELLI, JOHN, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.