RIA Intel›Advisers›Pennsylvania›ZIZZI INVESTMENTS, LLC

ZIZZI INVESTMENTS, LLC

Advisory

PA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in PA

#1,063

of 1,528 advisers by AUM

Average account

$195K

across 231 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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