Also known as zephyr wealth
Zephyr Investment Management, marketed as Zephyr Wealth Management, is an independent, fee-based Registered Investment Advisor based in Westlake Village, United States, founded in 1997 and reporting about $310 million in assets. Its individual services include financial planning, investment management, planning for women and retirement planning. For employers, it offers corporate retirement plan services such as investment analysis and plan design review, fiduciary and administrative oversight, fee and vendor benchmarking and personalized participant guidance. The firm also publishes a blog, hosts webinars and provides a client center.
Public regulatory records matched to Zephyr Wealth Management from SEC and IRS filings.
Public filings matched to Zephyr Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Zephyr Wealth Management is a wealth manager based in Westlake Village, United States, managing approximately $310M in assets.
Zephyr Wealth Management is headquartered in Westlake Village, United States.
Zephyr Wealth Management manages approximately $310M in assets under management.
Zephyr Wealth Management was founded in 1997.
Verified contact details, key decision-makers, and investment preferences for Zephyr Wealth Management are available on LPbacked. Create a free account to access them.