$242.8M Total AUM
$156.2M Disc. AUM
-- 3Y CAGR
6 Employees
242 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2013
- Office Locations
- 1
Office Locations
3625 E. Thousand Oaks Blvd. Suite 145 Westlake Village CA
About Zephyr Wealth Management
Zephyr Investment Management is an independent, fee-based RIA in Westlake Village, CA providing active investment management and values-based financial planning, including retirement planning and planning for women. The firm also advises employers on 401(k)/403(b) plans, helping sponsors meet fiduciary responsibilities and supporting participant decision-making; custody includes Schwab.
Team overview
49 AVG AGE
$121.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
12.2 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
C
CHERYL ANN MUNOZ
Chief Compliance Officer, President
- CRD
- #3136964
- Ownership
- 75% or more
Available
Available
Available
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V
VANESSA MARIE MOORE
Financial Advisor, General Partner
- CRD
- #5539946
Available
Available
Available
MARSHA LYNN ROUBIDOUX
Financial Advisor
- CRD
- #1266597
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,155,261 | $324,647 |
| Non-Discretionary | $86,684,330 | $420,798 |
| Total | $242,839,591 | $353,478 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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