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Chief Investment Officer · Blue Zone Wealth Advisors, LLC

Bryan J. Lee

CRD 6104937 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Zone Wealth Advisors, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $770 million in regulatory assets, lists Bryan J. Lee on its Form ADV as Chief Investment Officer.

Firms and roles

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Bryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.