# Zero Gravity Financial, LLC

> Zero Gravity Financial, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 169905
- Filed as: ZERO GRAVITY FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169905
- AdvisorCensus page: https://advisorcensus.com/firm/zero-gravity-financial-llc-atlanta-ga-169905

## Quick answers

**How is Zero Gravity Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zero Gravity Financial, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Zero Gravity Financial, LLC located?**
Zero Gravity Financial, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Zero Gravity Financial, LLC registered with the SEC or a state?**
Zero Gravity Financial, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169905.

**How much does Zero Gravity Financial, LLC manage?**
Zero Gravity Financial, LLC reports $39,185,382 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Zero Gravity Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (8).

**Does Zero Gravity Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169905

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,185,382
- Discretionary: $39,185,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $5,218,938 |
| High net worth individuals | 24 | $33,966,444 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zerogravityfinancial.com
- Facebook @zgfinancial
- LinkedIn @lori-dietzler
- X @zgfinancial
- YouTube @UCg7TriiNsUp2ac7HFus3xrA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zero Gravity Financial, LLC (CRD 169905): Form ADV filing data as of October 2026.