Blue Zone Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC is a boutique investment advisory firm headquartered in Los Angeles, CA. Founded in 2019, the firm provides integrated family office services, including multi-generational estate planning, tailored cash flow strategies, and strategic asset allocation. With a focus on high net worth individuals, they emphasize a values-driven, outcome-oriented approach. The firm is primarily owned by Judith Lu and employs approximately 6 professionals.
Investment Strategy
Blue Zone Wealth Advisors employs a holistic and outcome-oriented investment approach, designing integrated strategies that align client portfolios with their long-term values and financial goals. The firm's process emphasizes strategic asset allocation, cash flow planning, multi-generational estate planning, and purposeful impact investing. They collaborate closely with clients and their other advisers to coordinate every facet of their financial lives, fostering clarity, transparency, and seamless execution.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 5.37% | $26.9M | 44,842 | $260.64 | $600.37 | +$2.5M |
N NVDA | NVIDIA CORPORATION | 4.02% | $20.1M | 107,932 | $167.94 | $186.58 | +$16.0M |
A AAPL | APPLE INC | 3.81% | $19.1M | 75,037 | $147.01 | $254.63 | +$8.2M |
A AMZN | AMAZON COM INC | 3.76% | $18.8M | 85,799 | $188.62 | $219.57 | +$11.9M |
G GOOGL | ALPHABET INC | 3.62% | $18.1M | 74,507 | $97.18 | $243.10 | +$5.1M |