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ZUWA FINANCIAL LLC

Advisory

LEWISVILLE, TX

Data as of Mar 30, 2024 · Source: SEC Form ADV

Rank in TX

#2,703

of 2,813 advisers by AUM

Average account

$37K

across 20 accounts

AUM per adviser

$740K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2024.

Total AUM

$740K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$740K

Discretionary AUM$0

Non-Discretionary AUM$740K

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

20 clients

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

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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KELLEY LANE CAPITAL, LLC

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TAYLOR, BRITTON MICHAEL

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