# Zuma Wealth

Zuma Wealth is a Bank / Wealth / Trust based in Malibu, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Malibu, United States
- **Region:** North America
- **Address:** Malibu, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** zumawealth.com
- **LinkedIn:** https://www.linkedin.com/company/zuma-wealth

## Regulatory record

- **CRD number:** 311488
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311488

## About

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.

## Sectors

- Women seeking wealth guidance

## People

- Terri Spath — CFA, CFP®, Founder & Chief Investment Officer
- Terri Spath — Chief Compliance Officer
- Kevin D. Steele — PhD

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- [Zuger Pensionskasse](https://altss.com/profile/zuger-pensionskasse)
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Last updated: 2026-08-11T15:08:42.881Z

Canonical page: https://altss.com/profile/zuma-wealth

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