# Zuma Wealth LLC

> Zuma Wealth LLC is a state-registered investment advisory firm in Malibu, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 311488
- Filed as: ZUMA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Malibu, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311488
- AdvisorCensus page: https://advisorcensus.com/firm/zuma-wealth-llc-malibu-ca-311488

## Quick answers

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

**Where is Zuma Wealth LLC located?**
Zuma Wealth LLC's principal office is in Malibu, CA, according to its Form ADV.

**Is Zuma Wealth LLC registered with the SEC or a state?**
Zuma Wealth LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311488.

**How much does Zuma Wealth LLC manage?**
Zuma Wealth LLC reports $56,815,316 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Zuma Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (11); charitable organizations (1).

**Does Zuma Wealth 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/311488

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,815,316
- Discretionary: $56,815,316
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,443,624 |
| High net worth individuals | 19 | $52,266,583 |
| Charitable organizations | 1 | $105,109 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zumawealth.com
- Facebook @ZumaWealth
- LinkedIn @zuma-wealth
- LinkedIn @terrispathcfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zuma Wealth LLC (CRD 311488): Form ADV filing data as of October 2026.