DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst13 years in industry

BRYAN JAMES LEE

Advisor at BLUE ZONE WEALTH ADVISORS, LLC

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:c423362a-591a-d010-ab0b-350c76d02bda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 12, 2013 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Bryan James Lee

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: BLUE ZONE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Mar 1, 2013
First registration: Mar 12, 2013
Dual registered: no
Other names: BRYAN LEE
IAPD individual key: 6104937

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUE ZONE WEALTH ADVISORS, LLC	Independent wealth	Apr 25, 2025	n/a	yes	LOS ANGELES, CA	Current employment
PRIVATE MANAGEMENT GROUP INC	Independent wealth	Mar 12, 2013	Jan 29, 2020	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE MANAGEMENT GROUP INC	BLUE ZONE WEALTH ADVISORS, LLC	Jan 29, 2020	Apr 25, 2025	1,913	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ BLUE ZONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 25, 2025 to presentfactForm ADV
→ PRIVATE MANAGEMENT GROUP INCRegistered adviserregistration: previous registration
Mar 12, 2013 to Jan 29, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c423362a-591a-d010-ab0b-350c76d02bda
First observed: Mar 12, 2013
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed 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.

BRYAN JAMES LEE

Advisor at BLUE ZONE WEALTH ADVISORS, LLC

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:c423362a-591a-d010-ab0b-350c76d02bda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BLUE ZONE WEALTH ADVISORS, LLC

Independent wealth

Apr 25, 2025

n/a

yes

LOS ANGELES, CA

Current employment

PRIVATE MANAGEMENT GROUP INC

Independent wealth

Mar 12, 2013

Jan 29, 2020

IRVINE, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PRIVATE MANAGEMENT GROUP INC

BLUE ZONE WEALTH ADVISORS, LLC

Jan 29, 2020

Apr 25, 2025

1,913

Firm change after gap

RIA to RIA