RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• M•••• L•
- Title
- CEO & Co-Founderreportedbluezoneadvisory.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/judith-lu-454ba24reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••• Z••• W••••• A•••••••• L•• independent RIA currentsince Jun 30, 2020 · Los Angeles, Ca
- C••••••••• W•••••• L•• independent RIAJul 14, 2014 to Dec 9, 2019 · Los Angeles, Ca
- R•• S••••••••• I••• BD affiliatedFeb 26, 2014 to Jul 8, 2014 · Los Angeles, Ca
- U•• F•••••••• S••••••• I••• wirehouseJan 1, 2010 to Apr 6, 2010 · Weehawken, Nj
- U•• I••••••••• I••• unclassifiedDec 22, 2008 to Jan 1, 2010 · New York, Ny
- U•• I••••••••• I••• unclassifiedOct 2, 2003 to Jan 30, 2007 · New York, Ny
- C••••••••• W•••••• L•• to B••• Z••• W••••• A•••••••• L••left Dec 9, 2019, registered Jun 30, 2020 (204 days) · RIA to RIA · moved with a team
- R•• S••••••••• I••• to C••••••••• W•••••• L••left Jul 8, 2014, registered Jul 14, 2014 (6 days) · Other
- U•• F•••••••• S••••••• I••• to R•• S••••••••• I•••left Apr 6, 2010, registered Feb 26, 2014 (1422 days) · Other
- U•• I••••••••• I••• to U•• F•••••••• S••••••• I•••left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address