Wealth Manager
    SEC Registered

    Zanetti Financial, LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #282089

    Assets Under Management
    $809M
    Client Accounts
    1,481
    Employees
    2
    CRD Number
    282089
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Zanetti Financial, LLC

    Zanetti Financial, LLC is a financial advisory firm based in Albuquerque, New Mexico, managing nearly $404 million in assets, specializing in retirement planning. They offer investment advisory services and have a detailed brochure outlining their business operations and fee structure.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Zanetti Financial, LLC

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    Frequently Asked Questions

    What is Zanetti Financial, LLC's AUM?

    Zanetti Financial, LLC reports approximately $809M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Zanetti Financial, LLC headquartered?

    Zanetti Financial, LLC is headquartered in Albuquerque, New Mexico.

    What is Zanetti Financial, LLC's CRD number?

    Zanetti Financial, LLC's CRD number is 282089. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Zanetti Financial, LLC manage?

    Zanetti Financial, LLC manages approximately 1,481 client accounts according to its latest SEC filing.

    Is Zanetti Financial, LLC SEC registered?

    Yes, Zanetti Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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