Family Office · $770m AUM
Blue Zone Wealth Advisors
Mandate & appetite
- Preferred strategies
- —
- Target geographies
- GlobalNorth America
- Typical ticket
- —
- AUM
- $770M
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Blue Zone Wealth Advisors is a Los Angeles, California-based multi-family office and registered investment advisor. Established in 2019, the firm provides integrated wealth management and family office services to a diverse base of affluent families, entrepreneurs, and business owners.
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