SEC Form ADV

ZEPHYR WEALTH MANAGEMENT

Registered Investment AdviserCA
$242.8M
Assets Under Management
687
Total Clients
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Registration Details

Accession
CRD-166303
Location
WESTLAKE VILLAGE, CA
Filing Date
March 31, 2026
AUM
$242.8M
Total Clients
687
Amendment
No

About this Adviser

ZEPHYR WEALTH MANAGEMENT is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $242.8M in assets across 687 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.