Judith Maria Lu

Employer firm

Blue Zone Wealth Advisors, LLC CRD 305943

$770M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 12/2019
  Miracle Mile Advisors, Llc
  Los Angeles, CA
• 12/2019 → Present
  Blue Zone Wealth Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2014-07-14 → 2019-12-09
  Composition Wealth, Llc
  Los Angeles, CA
• 2014-02-26 → 2014-07-08
  Rbc Securities, Inc
  Los Angeles, CA
  Los Angeles, CA
• 2010-01-01 → 2010-04-06
  Ubs Financial Services Inc.
  Weehawken, NJ
• 2008-12-22 → 2010-01-01
  Ubs International Inc.
  New York, NY
• 2003-10-02 → 2007-01-30
  Ubs International Inc.
  New York, NY
  Miami, FL

Other Businesses

INSURANCE AGENT; LOS ANGELES, CA;

Exams

• S66 Uniform Combined State Law Examination
  2003-09-22