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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
About Zinnia Wealth Advisory, LLC
Zinnia Wealth Management is a Florida-based wealth advisory focused on holistic retirement planning, combining investment management with tax, insurance, and estate/legacy planning. The firm offers “X-ray” reviews for portfolios and annuities plus second-opinion analyses to identify risks and optimization opportunities, and invests primarily through diversified public markets (ETFs/mutual funds) and fixed income. Founder Charisse Rivers hosts the Retirement Coffee Talk podcast and appears in financial media.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARISSE RIVERS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6570638
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PAUL WILLIAM AUTODORE JR
--
- CRD
- #6394436
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,819,527 | $116,027 |
| Non-Discretionary | $0 | -- |
| Total | $168,819,527 | $116,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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