Terri Spath
Zuma Wealth, LLC · Malibu, California
Terri Spath is a fee-only financial advisor at Zuma Wealth, LLC in Malibu, California, who holds the CFP, CFA and MBA credentials. Zuma Wealth, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Zuma Wealth, LLC |
|---|---|
| Based in | Malibu, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $56.8M across 31 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2554263 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | zumawealth.com |
| Profile |
How Terri's firm compares
- Zuma Wealth, LLC's average account is about $1.8 million, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Terri
Is Terri Spath a fee-only financial advisor?
Yes. Terri Spath is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Terri's firm.
How does Terri charge for financial advice?
Terri's firm, Zuma Wealth, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terri Spath based?
Terri Spath is based in Malibu, California.
What credentials does Terri Spath hold?
Terri Spath holds the CFP, CFA and MBA credentials.
Is Terri Spath registered with the SEC?
Yes. Terri Spath is registered as an investment adviser representative in CA and TX (CRD 2554263), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Zuma Wealth, LLC manage?
Zuma Wealth, LLC reports $56.8M across 31 accounts in assets under management.
How do I contact Terri Spath?
Through Terri's website, zumawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Malibu
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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