← Directory
ZINNIA WEALTH ADVISORY, LLC
CRD 295122File 801-132847
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$168.8M
Bottom 25% of cohort (national)
Discretionary AUM
$168.8M
Clients
512
1,455 accounts
Employees
11
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 23, 2025
- Principal office
- 3220 SW 33RD RD, OCALA, FL, 34474
- Phone
- 352-368-3680
- Website
- HTTPS://WWW.ZINNIAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.8M
- Discretionary AUM
- $168.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,455
- Non-discretionary accounts
- 0
- Total accounts
- 1,455
- AUM per client
- $330K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $56.9M |
| Individuals (other than high net worth individuals) | 481 | $111.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISER REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.