Zinnia Wealth Advisory, LLC
● SEC registered since 2025CRD 295122SEC# 801-132847Ocala, FL
Reg. AUM
$168.8M
Employees
11
Accounts
1,455
Location
Ocala, FL
Zinnia Wealth Advisory, LLC assets under management
Zinnia Wealth Advisory, LLC operates as an SEC-registered investment adviser based in Ocala, FL. The firm has been registered since 2025. It reports $168.8 million in regulatory assets under management and employs 11 people.
Zinnia Wealth Advisory, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charisse Rivers Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Zinnia Wealth Advisory, LLC manage?
Zinnia Wealth Advisory, LLC reports $168.8 million in regulatory assets under management on its Form ADV.
How many employees does Zinnia Wealth Advisory, LLC have?
Zinnia Wealth Advisory, LLC reports 11 employees.
Where is Zinnia Wealth Advisory, LLC located?
Zinnia Wealth Advisory, LLC is based in Ocala, FL and has been SEC-registered since 2025.
Does Zinnia Wealth Advisory, LLC disclose fund performance?
Zinnia Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3220 SW 33rd Rd, Ocala, FL 34474 |
| Phone | 352-368-3680 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.8M▲ 15%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$168.8Mregulatory AUM
Discretionary $168.8M