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Zuma Wealth
Zuma Wealth LLC is a fee-only registered investment advisor offering holistic, personalized wealth guidance and financial planning. The firm provides...
Overview
Zuma Wealth LLC is a fee-only registered investment advisor offering holistic, personalized wealth guidance and financial planning. The firm provides comprehensive investment management, planning, and guidance with a personalized strategy rather than one-size-fits-all models. It is widely recognized for serving women seeking guidance to grow their fortunes and guard their futures.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Malibu
Corporate office
Malibu, CA, United States
Principals
Terri Spath
CFA, CFP®, Founder & Chief Investment Officer
Terri Spath
Chief Compliance Officer
Kevin D. Steele
PhD
Sector focus
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