ZEPHYR INVESTMENT MANAGEMENT, INC.
Doing business as ZEPHYR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$242,839,591
Discretionary
$156,155,261
Non-discretionary
$86,684,330
Firm details
- CRD number
- 166303
- SEC file number
- 801-118365
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.ZEPHYRIM.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.