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Judith Maria Lu

Blue Zone Wealth Advisors, LLC

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About Judith Maria Lu

Judith Maria Lu is a registered investment advisor representative at Blue Zone Wealth Advisors, LLC, with over 19 years of experience in the financial services industry. Prior to joining Blue Zone Wealth Advisors, LLC, Judith worked at CITY NATIONAL SECURITIES, INC. and UBS FINANCIAL SERVICES INC. Judith holds the Series 7 and Series 66 licenses. Judith specializes in portfolio management for individuals and pensions consulting and selection of other advisors.

Firm Information

Judith Lu is currently registered with Blue Zone Wealth Advisors, LLC. Blue Zone Wealth Advisors, LLC is a financial advisory firm located in Los Angeles, CA. They specialize in financial planning, pension consulting, and portfolio management for both individuals and businesses. They serve a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. With over $462 million in regulatory assets under management, Blue Zone Wealth Advisors is committed to providing their clients with personalized and comprehensive financial advice.
Blue Zone Wealth Advisors, LLC

11812 SAN VICENTE BLVD.

LOS ANGELES, CA 90049

$462.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Judith Lu’s Registration & Firm History

CA

06/30/2020 - Present

Blue Zone Wealth Advisors, LLC (LOS ANGELES CA)

CA

07/27/2011 - 07/08/2014

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

NJ

01/01/2010 - 04/06/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

01/05/2009 - 01/01/2010

UBS INTERNATIONAL INC. (NEW YORK NY)

NY

09/20/2002 - 01/30/2007

UBS INTERNATIONAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Maria Lu.
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