ZUMA WEALTH
Zuma Wealth offers investment management solutions, tax strategies, wealth transfer, advisory, retirement, and education planning services.
ZUMA WEALTH
Industry:
Advice Financial Services Professional Services Retirement Wealth Management
Founded:
2020-01-01
Address:
Malibu, California, United States
Country:
United States
Website Url:
http://www.zumawealth.com
Total Employee:
1+
Status:
Active
Contact:
+1 310-456-1302
Email Addresses:
[email protected]
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Current Employees Featured
Founder
Official Site Inspections
http://www.zumawealth.com
- Host name: a16e665f42988324c.awsglobalaccelerator.com
- IP address: 13.248.243.5
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
More informations about "Zuma Wealth"
Zuma Wealth LLC
In a follow up to Zuma Wealth's groundbreaking study on Women and Wealth, we released a follow up to dig into the "Why" behind the "What." This study examines the attitudes, …See details»
Who We Are. - Zuma Wealth LLC
Terri Spath, CFA, CFP Founder & Chief Investment Officer of ZumaWealth, Top 10 Inspiring Women Leaders of 2022 | IERA Women Leaders (iera-womenleaders.com) Business Insider …See details»
Zuma Wealth - Crunchbase Company Profile & Funding
Organization. Zuma Wealth . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Phone Number +1 310 …See details»
Zuma Wealth Company Profile | Management and Employees List
Www.zumawealth.com Zuma Wealth Profile and History About Zuma Wealth LLC: Founded in 2021 by investment professional Terri Spath, CFA, CFP®, and now celebrating its first year in …See details»
Zuma Wealth - LinkedIn
Zuma Wealth Investment Management Malibu, CA 124 followers Waves happen. We Guide Your Wealth, Grow Your Fortune and Guard Your Future.See details»
Zuma Wealth - Overview, News & Similar companies - ZoomInfo
Who is Zuma Wealth. About Zuma Wealth LLC: Founded in 2021 by investment professional Terri Spath, CFA, CFP®, and now celebrating its first year in business, Zuma Wealth is an …See details»
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Create your organization. Add financial settings. Get financial reports. Verify your org. Manage multiple orgs. Manage test users. Business models and strategy. Overview. Offer add-ons …See details»
Zuma Wealth LLC - files.adviserinfo.sec.gov
[email protected] UPDATED: 04/2024 . Item 2: Educational Background and Business Experience Name: Theresa Frances Spath Born: 1968 Educational Background and …See details»
Zuma Wealth Review 2024 - investor.com
Oct 16, 2024 It is our organization's mission to provide unbiased and objective information. While our partners may compensate us through paid advertising, our receipt of such …See details»
Zuma Wealth Overview | SignalHire Company Profile
Phone Number: 310-456-1302: Zuma Wealth industries Finance: Headquarters Location: P.O. Box 594, Malibu, CA, 90265 US P.O. Box 594, Malibu, CA, 9... Zuma Wealth ...See details»
Terri Spath, CFA, CFP Founder & Chief Investment Officer of …
ZumaWealth. Many women feel overwhelmed, overlooked and underserved in their financial lives. Terri Spath, CFA, CFP® understands. It’s why she has taken her experience managing …See details»
Zuma Wealth - Contacts, Employees, Board Members, Advisors
Zuma Wealth offers investment management solutions, tax strategies, wealth transfer, advisory, retirement, and education planning services.See details»
Founder & Chief Investment Officer at Zuma Wealth - ZoomInfo
Mar 3, 2024 Get the details of Terri Spath's business profile including email address, phone number, work history and more.See details»
What to Expect. - Zuma Wealth LLC
Fees range from 0.90-1.25% of the assets we manage for you (AUM). We are a fee- based advisor. What does that mean? Transparency. We manage your investments, answer …See details»
Zuma Wealth Recognizes International Women's Day - PR Newswire
MALIBU, Calif., March 8, 2022 /PRNewswire/ -- In recognition of International Women's Day, Zuma Wealth, LLC, www.ZumaWealth.com, the women-owned independent wealth …See details»
zumawealth.com Reviews | check if site is scam or legit| Scamadviser
Check zumawealth.com with our free review tool and find out if zumawealth.com is legit and reliable. Need advice? Report scams Check Scamadviser!See details»
New Study Reveals Only 12% of Educated, Affluent Women Are …
MALIBU, Calif., Aug. 3, 2021 /PRNewswire/ -- Zuma Wealth, LLC, www.ZumaWealth.com, the woman-owned wealth management firm based in Malibu, CA, and Avenue M Group, …See details»
Zuma - Raised $7.38M Funding from 11 investors - Tracxn
Jan 1, 2025 Zuma has raised a total funding of $7.38M over 1 round from 11 investors. Investors include a16z, Y Combinator and 9 others. Their latest funding round was of $7.38M on Nov …See details»
Zuma Wealth and Avenue M Announce New 2022 Study Findings: …
MALIBU, Calif., Jan. 31, 2022 /PRNewswire/ -- Zuma Wealth, LLC, www.ZumaWealth.com, the women-owned independent wealth management firm based in Malibu, California, released …See details»
Zuma Wealth on LinkedIn: Terri Spath, CFA, CFP Founder & Chief ...
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