# Blue Zone Wealth Advisors, LLC

> Blue Zone Wealth Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 305943
- Filed as: BLUE ZONE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305943
- AdvisorCensus page: https://advisorcensus.com/firm/blue-zone-wealth-advisors-llc-los-angeles-ca-305943

## Quick answers

**How is Blue Zone Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Zone Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Blue Zone Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: up to $100,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Zone Wealth Advisors, LLC located?**
Blue Zone Wealth Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Blue Zone Wealth Advisors, LLC registered with the SEC or a state?**
Blue Zone Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305943.

**How much does Blue Zone Wealth Advisors, LLC manage?**
Blue Zone Wealth Advisors, LLC reports $769,963,287 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Blue Zone Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Zone Wealth Advisors, LLC: Regulatory assets under management: $293,975,700 in the October 2021 data and $769,963,287 in the October 2026 data, up 162%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Zone Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (77).

**Which custodians does Blue Zone Wealth Advisors, LLC use?**
Blue Zone Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Zone Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305943

**What changed in Blue Zone Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $564,760,854 to $769,963,287 (+36%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: up to $100,000 (stand-alone financial planning services)

> Our firm charges on a flat fee basis for our stand-alone financial planning services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $ 100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $769,963,287
- Discretionary: $769,963,287
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $26,132,063 |
| High net worth individuals | 104 | $743,831,224 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, HI, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluezoneadvisory.com
- LinkedIn @67559584
- LinkedIn @andersonlafontant
- LinkedIn @bryan-j-lee-cfa-94544124
- LinkedIn @jaycsanders
- LinkedIn @josh-sailar-cfp®-cpfa-20965325
- LinkedIn @judith-lu-454ba24
- LinkedIn @jyoo17

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $293,975,700 | 4 | March 19, 2021 |
| October 2022 | $399,205,735 | 4 | March 30, 2022 |
| October 2023 | $363,115,775 | 4 | March 20, 2023 |
| October 2024 | $462,300,291 | 5 | March 25, 2024 |
| October 2025 | $564,760,854 | 6 | March 31, 2025 |
| October 2026 | $769,963,287 | 7 | March 30, 2026 |

Regulatory assets under management: $293,975,700 in the October 2021 data and $769,963,287 in the October 2026 data, up 162%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $564,760,854 to $769,963,287 (+36%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Zone Wealth Advisors, LLC (CRD 305943): Form ADV filing data as of October 2026.