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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE ZONE WEALTH ADVISORS, LLC

CRD 305943

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad0ea286-197c-401a-d9c6-fa3129bdd2a8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 2
Observed: Sep 26, 2019 to Mar 30, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Blue Zone Wealth Advisors, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Blue Zone Wealth Advisors, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $770MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $770M
Private client RAUM: $770MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $128Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 574
Individual clients: 77
High net worth clients: 104
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $27.1M
SEC number: 801-117548
CIK: 1803106
CRD: 305943
Filings on the tape: 20
First filed: Sep 26, 2019
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: bluezoneadvisory.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUDITH MARIA LU	n/a	LOS ANGELES, CA	6	22	5	no
Jay Carl Sanders	n/a	LOS ANGELES, CA	2	10	n/a	no
Anderson Jansen Lafontant	Certified Financial Planner	LOS ANGELES, CA	2	12	1	no
JOSHUA MARTIN SAILAR	Certified Financial Planner	LOS ANGELES, CA	1	13	2	no
BRYAN JAMES LEE	Chartered Financial Analyst	LOS ANGELES, CA	1	13	1	no
Justin Junho Yoo	Chartered Financial Analyst	LOS ANGELES, CA	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
GLIDE DIRECT SERIES LLC - BZWA WHITEHORSE V SECONDARIES ACCESS FUND SP	Liquidity Fund	$13.5M	Mar 25, 2024	43	Oct 31, 2023	reported	n/a
BLUE ZONE WEALTH ADVISORS SPV I SIMPLIFYA	Private Equity Fund	$3.3M	Mar 25, 2024	30	Mar 30, 2022	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LU, JUDITH, MARIA	OWNER & CHIEF COMPLIANCE OFFICER	E	yes	12/2019	Dec 6, 2019	Mar 25, 2024
LEE, BRYAN, JAMES	CHIEF INVESTMENT OFFICER	Na	no	02/2020	Mar 5, 2020	Mar 25, 2024
SAILAR, JOSHUA, MARTIN	Owner	B	no	01/2022	Mar 20, 2023	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$770M	$770M	7	6	4	n/a
2024	Mar 31, 2025	$565M	$565M	6	5	3	n/a
2023	Mar 25, 2024	$462M	$462M	5	4	2	$16.8M
2022	Mar 20, 2023	$363M	$363M	4	3	1	$3.3M
2021	Mar 30, 2022	$399M	$399M	4	3	1	$3.3M
2020	Mar 19, 2021	$294M	$294M	4	3	n/a	n/a
2019	Mar 5, 2020	$229M	$229M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$770M	$565M	36.3%	$363M	28.5%	7	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMPOSITION WEALTH, LLC	2	Dec 9, 2019	Jan 1, 2025	LOS ANGELES, CA	Team lift out	RIA to new firm	25.0%

Relationships

Registered with (6)

← Justin Junho YooAdvisorregistration: current employment
Oct 23, 2025 to presentfactForm ADV
← BRYAN JAMES LEEAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← JOSHUA MARTIN SAILARAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Anderson Jansen LafontantAdvisorregistration: current employment
Jun 25, 2024 to presentfactForm ADV
← Jay Carl SandersAdvisorregistration: current employment
Nov 16, 2023 to presentfactForm ADV
← JUDITH MARIA LUAdvisorregistration: current employment
Jun 30, 2020 to presentfactForm ADV

Advises (2)

→ BLUE ZONE WEALTH ADVISORS SPV I SIMPLIFYAPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ GLIDE DIRECT SERIES LLC - BZWA WHITEHORSE V SECONDARIES ACCESS FUND SPPrivate fundLiquidity Fund, IA
Oct 31, 2023 to presentfactForm ADV

Moved with (1)

← COMPOSITION WEALTH, LLCRegistered adviser2 advisors, team lift out
Dec 9, 2019 to Jan 1, 2025factForm ADV

Controls (1)

← LU, JUDITH, MARIAOwnerOWNER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 6, 2019 to Mar 25, 2024factForm ADV

Owns (2)

← SAILAR, JOSHUA, MARTINOwnerOWNER, ownership code B, individual
Mar 20, 2023 to Mar 25, 2024factForm ADV
← LEE, BRYAN, JAMESOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 5, 2020 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Blue Zone Wealth Advisors, Llc reported RAUM $770.0M, up 36% from $564.8M (2025-11-20 to 2026-03-30)
Form ADVobserved 4 days ago
$205M
Occurred
Mar 30, 2022
Regulatory AUM changed
Blue Zone Wealth Advisors, Llc reported RAUM $399.2M, up 36% from $294.0M (2021-03-19 to 2022-03-30)
Form ADVobserved 4 days ago
$105M
Occurred
Dec 6, 2019
Control person left
Marc Bencivenga (Chief Compliance Officer) no longer on Schedule A of Blue Zone Wealth Advisors, Llc (listed 2019-11-14, absent 2019-12-06)
Form ADVobserved 4 days ago
Occurred
Dec 6, 2019
Control person joined
Maria Judith Lu (Owner & Chief Compliance Officer) appeared on Schedule A of Blue Zone Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Sep 26, 2019
First Form ADV filing
Blue Zone Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad0ea286-197c-401a-d9c6-fa3129bdd2a8
First observed: Sep 26, 2019
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE ZONE WEALTH ADVISORS, LLC

CRD 305943

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad0ea286-197c-401a-d9c6-fa3129bdd2a8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUDITH MARIA LU

n/a

LOS ANGELES, CA

Jay Carl Sanders

n/a

LOS ANGELES, CA

n/a

Anderson Jansen Lafontant

Certified Financial Planner

LOS ANGELES, CA

JOSHUA MARTIN SAILAR

Certified Financial Planner

LOS ANGELES, CA

BRYAN JAMES LEE

Chartered Financial Analyst

LOS ANGELES, CA

Justin Junho Yoo

Chartered Financial Analyst

LOS ANGELES, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

GLIDE DIRECT SERIES LLC - BZWA WHITEHORSE V SECONDARIES ACCESS FUND SP

Liquidity Fund

$13.5M

Mar 25, 2024

Oct 31, 2023

reported

n/a

BLUE ZONE WEALTH ADVISORS SPV I SIMPLIFYA

Private Equity Fund

$3.3M

Mar 25, 2024

Mar 30, 2022

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LU, JUDITH, MARIA

OWNER & CHIEF COMPLIANCE OFFICER

yes

12/2019

Dec 6, 2019

Mar 25, 2024

LEE, BRYAN, JAMES

CHIEF INVESTMENT OFFICER

02/2020

Mar 5, 2020

Mar 25, 2024

SAILAR, JOSHUA, MARTIN

Owner

01/2022

Mar 20, 2023

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$770M

n/a

2024

Mar 31, 2025

$565M

n/a

2023

Mar 25, 2024

$462M

$16.8M

2022

Mar 20, 2023

$363M

$3.3M

2021

Mar 30, 2022

$399M

$3.3M

2020

Mar 19, 2021

$294M

n/a

2019

Mar 5, 2020

$229M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$770M

$565M

36.3%

$363M

28.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMPOSITION WEALTH, LLC

Dec 9, 2019

Jan 1, 2025

LOS ANGELES, CA

Team lift out

RIA to new firm

25.0%