CRD: 305943
Blue Zone Wealth Advisors, LLC
$770.0M Total AUM
$770.0M Disc. AUM
21.8% 3Y CAGR
7 Employees
182 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation peak
- Established Date
- 10-28-2019
- Office Locations
- 1
Office Locations
11812 SAN Vicente Blvd. Ste. 250 LOS Angeles CA
About Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors provides integrated family office-style wealth management, combining cash-flow planning, strategic asset allocation, and multi-generational estate planning for individuals and business owners. Portfolios are implemented primarily with ETFs alongside fixed income and other vehicles. The team coordinates with clients’ other advisors, and a Blue Zone portal centralizes key information; Schwab is a listed custodian.
Team overview
39 AVG AGE
$128.3M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
4 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vertex signal Fusion vertex Capital Pathway quantum Capital Quantum crest Catalyst Horizon Atlas
Client Personas
Foundation Pathway ridge
Custodian
Element Vital radial Quantum ridge Eagle
Investment Themes
Oak Frontier Capital Timber
Investment Vehicles
Pathway optima Eagle
Platform
Pathway eagle
Services
Vector Optima Legacy Optima Quantum Optima summit Focus Wave Element
Technology
North vital
Owner & Executives
JUDITH MARIA LU
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #4580401
- Ownership
- 75% or more
(534) 282-3518
insight.frontier@embercapital.com
in linkedin.com/in/optima-unison
J
JOSHUA MARTIN SAILAR
Investment Advisor, Owner
- CRD
- #5995365
- Ownership
- 10% but less than 25%
(483) 693-7721
alpha.signal@peakcapital.com
in linkedin.com/in/zenith-insight
Z
Zenith beacon
Momentum fusion focus
- CRD
- #91595
- Ownership
- 32.3%
(732) 558-2375
delta.timber@unisoncapital.com
in linkedin.com/in/meridian-matrix
Showing 2 of 4 owners & executives
Unlock allContacts
A
Anderson Jansen Lafontant
--
- CRD
- #6562700
(837) 376-6339
element.catalyst@radialcapital.com
in linkedin.com/in/zenith-unison
J
Jay Carl Sanders Jr,
--
- CRD
- #7833247
(862) 641-6441
catalyst.pioneer@ridgecapital.com
in linkedin.com/in/legacy-harbor
H
Horizon ridge
Wave momentum
- CRD
- #14983
(225) 626-9498
wave.timber@meridiancapital.com
in linkedin.com/in/atlas-meridian
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $769,963,287 | $1,341,399 |
| Non-Discretionary | $0 | -- |
| Total | $769,963,287 | $1,341,399 |
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Separately Managed Accounts
Total SMA Asset: $769,963,287
Equity - Exchange:
15.0% Equity - OTC:
12.4% Corporate - Investment Grade:
22.9% U.S. Government/Agency:
12.1% Cash:
11.9% Corporate - Non-Investment Grade:
20.8% Municipal Bonds:
4.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $474,031,685 | 15.0% |
| Equity - OTC | $391,866,193 | 12.4% |
| Corporate - Investment Grade | $723,688,373 | 22.9% |
| U.S. Government/Agency | $382,385,559 | 12.1% |
| Cash | $376,065,137 | 11.9% |
| Corporate - Non-Investment Grade | $657,323,937 | 20.8% |
| Municipal Bonds | $154,850,350 | 4.9% |
| Total | $3,160,211,234 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE ALPHA | MOMENTUM EMBER | UUNGPW1WO | XAGB | 10.37% | $25,067,632 |
| FOUNDATION FRONTIER FOCUS | SUMMIT VECTOR | 5TEGFLZ9C | PJW | 11.16% | $73,811,645 |
| INSIGHT CATALYST | MOMENTUM NORTH | LDY1S59QO | VEA | 8.06% | $119,589,319 |
| TIMBER ELEMENT RADIAL | ELEMENT QUANTUM | 2YUG0AFJE | QFCP | 0.71% | $98,750,609 |
| OAK LEGACY | HORIZON EMBER | SNEA7FQF3 | WGUBX | 12.04% | $71,552,100 |
| QUANTUM RADIAL | ATLAS LEGACY | TI4ALHSTP | ZUW | 4.24% | $101,883,310 |
| RADIAL CREST | RIDGE ELEMENT | Y6D5KYMN6 | TJS | 7.46% | $69,583,707 |
| FOUNDATION PRIME | VITAL FOUNDATION | V6H4S1MR4 | CDKR | 6.61% | $99,976,277 |