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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
About Zuma Wealth LLC
Zuma Wealth is a Malibu, CA RIA providing holistic, customized wealth guidance and financial planning for individuals and entrepreneurs, with an emphasis on clients who feel overlooked or underserved. The firm pairs portfolio construction with risk-managed asset allocation (including mutual funds and ETFs) alongside tax, estate, and insurance planning. A differentiator for distribution teams: it publishes Women and Wealth research reports on how affluent women approach investing. Custody through Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THERESA FRANCES SPATH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2554263
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,815,316 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,815,316 | -- |
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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 |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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