ZINNIA WEALTH ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $168.8M |
| Discretionary | $168.8M100% of AUM |
| Client Accounts | 1,455 |
| Avg Account Size | $116K |
| Employees | 11 |
| Peak AUM | $168.8MMar 2026 |
| AUM CAGR | +16.6% /yrover 1 yrs · 2 filings |
AUM by Client Type
Total AUM
$169M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $169M | +15.1% | — | — | — |
| Discretionary AUM | $169M | +15.1% | |||
Key Metrics
| Total AUM | $168.8M |
| Discretionary | $168.8M |
| Employees | 11 |
| Client Accounts | 1455 |
| Client Range | 0 |
Contact & Location
Address
3220 SW 33RD RD
OCALA FL 34474
Phone
352-368-3680
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$169M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant