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Bryan James Lee

Blue Zone Wealth Advisors, LLC

Los Angeles, CA

CRD 6104937

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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:

Current Employers
Blue Zone Wealth Advisors, Llc

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-25
  • CA RA
    APPROVED
    Since 2025-04-25

Branch Locations

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Management Group Irvine CA 01/2013 02/2020
Blue Zone Wealth Management, Llc Los Angeles CA 02/2020 Present
  • 01/2013 → 02/2020
    Private Management Group
    Irvine, CA
  • 02/2020 → Present
    Blue Zone Wealth Management, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-01
  • S66 Uniform Combined State Law Examination
    2013-03-01
Designations
  • Chartered Financial Analyst
Other Names
  • Bryan Lee

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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