Investment adviser · CRD 305943

BLUE ZONE WEALTH ADVISORS, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$770M
Form ADV · Item 5.F
Client accounts
574
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals104$743,831,22496.6%
Individuals77$26,132,0633.4%
Filing source

Form ADV 2087653 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLUE ZONE WEALTH ADVISORS SPV I SIMPLIFYAPrivate Equity Fund · Last reported Mar 30, 2026$3.3MGross asset value
Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CARTA TAX SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2803373522
Reported beneficial owners
30
Minimum commitment
$25K

Form ADV 2087653 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

11812 SAN VICENTE BLVD., STE. 250
LOS ANGELES, CA, 90049, United States

CRD 305943

Filing source

Form ADV 2087653 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.