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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...
Zuma Wealth
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
Frequently asked questions
What is Zuma Wealth?
Zuma Wealth is a bank / wealth / trust headquartered in Malibu, United States.
When was Zuma Wealth founded?
Zuma Wealth was founded in 2020.
Where is Zuma Wealth headquartered?
Zuma Wealth is headquartered in Malibu, United States, in the North America region.
What does Altss track for Zuma Wealth?
Altss maintains an OSINT-verified profile of Zuma Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Zuma Wealth's website?
Zuma Wealth's public website is zumawealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Zuma Wealth?
Zuma Wealth is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Zuma Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Zuma Wealth's Altss profile last updated?
Zuma Wealth's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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