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Zuma Wealth Logo
Zuma Wealth CB Rank
289692
Heat Score
73
Zuma Wealth offers investment management solutions, tax strategies, wealth transfer, advisory, retirement, and education planning services.
Founded
obfuscation
Private Malibu, California, United States1-10 zumawealth.com
Advice
Financial Services
Professional Services
Retirement
Wealth Management
Overview

Zuma Wealth
Heat Score
73

Growth Score
pts
in past quarter
Heat Score 73
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Zuma Wealth

CB Rank
289692
Zuma Wealth offers investment management solutions, tax strategies, wealth transfer, advisory, retirement, and education planning services.
Founded
obfuscation
Private Malibu, California, United States1-10 zumawealth.com
Advice
Financial Services
Professional Services
Retirement
Wealth Management

Key People

Details

Legal Name Zuma Wealth LLC
Operating Status Active
Company Type For Profit
Founders  Terri Spath
Phone Number +1 310-456-1302
Contact Email Terri@ZumaWealth.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management Solutions
Services that manage clients' investment portfolios to meet their financial goals.
Tax Strategies
Planning and advice to optimize tax liabilities and improve financial outcomes.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$260.5KThis year, Zuma Wealth is projected to spend $260.5K on IT, according to Aberdeen.

Active Website Tech Count

3Zuma Wealth is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Zuma Wealth's headquarters? Zuma Wealth is located in Malibu, California, United States.Who are Zuma Wealth's competitors? Alternatives and possible competitors to Zuma Wealth may include Betterment, HighTower Advisors, and  Cresset.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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