← Directory
ZUNA, LLC
CRD 306113File 801-117623
APPROVED
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$411.3M
Below cohort median (national)
Discretionary AUM
$397.4M
Non-discretionary $13.9M
Clients
58
60 accounts
Employees
6
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 14, 2019
- Principal office
- 3903 S KELLY AVE, PORTLAND, OR, 97239
- Phone
- 971-339-5701
- Website
- https://www.teamzuna.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $411.3M
- Discretionary AUM
- $397.4M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 56
- Non-discretionary accounts
- 4
- Total accounts
- 60
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.6M |
| Charitable organizations | Fewer than 5 | $14.8M |
| Pension and profit sharing plans | 57 | $392.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for 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.