Blue Zone Wealth Advisors

Overview

Blue Zone Wealth Advisors, LLC is registered with the United States Securities and Exchange Commission.¹² Its SEC registration became effective on October 28, 2019.¹ The firm’s principal office is in Los Angeles, California.² Its IAPD notice filings cover California, Florida, Hawaii, Nevada and Texas.¹

The firm says it unites diverse financial disciplines to provide integrated family office services.³ Its stated principles are Perspective, Longevity, Well Being and Connectivity.³

History

The firm’s SEC registration became effective in 2019.¹ The firm identifies Judith Lu and Josh Sailar as co founders.⁶ Anderson Lafontant joined Blue Zone in 2024 after 12 years as a Managing Director at Composition Wealth.⁶ C. Stacey Tarantino assumed the Chief Operations Officer role in May 2023.⁶

Timeline

1. 2019Its SEC registration became effective on October 28, 2019.
2. 2023Stacey Tarantino assumed the Chief Operations Officer role in May 2023.
3. 2024Anderson Lafontant joined Blue Zone in 2024 after 12 years as a Managing Director at Composition Wealth.

Leadership

Judith Lu is CEO and Co Founder.⁶ The firm biography credits her with more than 20 years of experience in portfolio construction, financial planning and wealth management for high net worth individuals, families and nonprofit organizations.⁶ Her previous roles included Composition Wealth, City National Bank and UBS AG Wealth Management International Division.⁶ Her listed credentials include degrees from UCLA and Thunderbird and FINRA Series 66 licensing.⁶

Josh Sailar, CFP®, is Partner and Co Founder.⁶ His areas of specialization include tax planning, investment advisory, liquidity planning and equity incentive plans.⁶ His listed designations and licenses include CFP®, CPFA, FINRA Series 7, 63 and 65, and a tax preparer license.⁶

Anderson Lafontant, CFP®, is Managing Director.⁶ He serves entrepreneurs and families with investment strategy, tax mitigation, multigenerational wealth transfer and asset protection.⁶

Bryan Lee, CFA®, is Chief Investment Officer.⁶ He oversees public and private investments and the firm’s overall investment strategy.⁶ His biography cites experience in event driven investing, special situations, stressed and distressed debt, and international investments.⁶

C. Stacey Tarantino, M.B.A., is Chief Operations Officer.⁶ She oversees operations, human resources, legal and compliance.⁶ Jay Sanders is an Investment Advisor who serves affluent professionals, business owners and entertainment industry clients through holistic financial planning.⁶

Services

The firm describes its role as a family’s personal CFO, integrating financial decisions, wealth protection, tax minimization and next generation guidance.⁴ Its reported advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other advisers.⁵

Financial Mapping combines quantitative data and qualitative insights to define a client’s current position and future goals.⁴ Customized Investment Solutions cover private and public markets and are designed around risk adjusted returns across economic cycles.⁴ Income Tax Mitigation references tax credits, QSBS stacking, federal deductions and charitable strategies.⁴

Asset Protection includes insurance planning, risk management and strategic budgeting.⁴ Strategic Wealth Transfer includes irrevocable grantor and non grantor trust implementation.⁴ Next Generation Education is intended to support multigenerational stewardship, communication and shared goals.⁴ Secure Housekeeping includes centralized financial information, tax planning, forecasting and a secure document vault.⁴

The firm says it coordinates with clients’ other advisers and provides a Blue Zone portal for access to financial information.³ Reported fee types are percentage of assets under management and fixed fees.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client focus

The directory record lists 181 total clients as of March 30, 2026.⁵ It identifies 77 non high net worth individuals and 104 high net worth individuals as client categories.⁵ The firm website also describes work with high net worth individuals, families, entrepreneurs, affluent professionals, business owners, nonprofit organizations and entertainment industry clients.⁶

Investment philosophy and approach

The firm says its approach uses intentional, informed decisions, simplified complexity and outcome driven strategies intended to build lasting wealth.³ Its customized investment work spans private and public markets and is designed around risk adjusted returns across economic cycles.⁴ Bryan Lee oversees the firm’s public and private investments and overall investment strategy.⁶

Assets and minimums

The latest directory record reports $769,963,287 in regulatory assets under management as of March 30, 2026.⁵ The same record reports $26,132,063 associated with 77 non high net worth individuals and $743,831,224 associated with 104 high net worth individuals.⁵

By the numbers

FAQs

Related resources

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  These estate planning guides explain wills, trusts, and related decisions in accessible terms. A reader considering Blue Zone Wealth Advisors can use them to prepare questions about estate planning, tax coordination, family governance, and the needs of heirs in a Los Angeles family.

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Sources

1. SEC IAPD firm summary , accessed October 23, 2026.
2. Form ADV , filed March 31, 2025 and accessed October 23, 2026.
3. Blue Zone Wealth Advisors homepage , accessed October 23, 2026.
4. Our Services , accessed October 23, 2026.
5. IAPD derived firm directory record , as of March 30, 2026 and accessed October 23, 2026.
6. Blue Zone Wealth Advisors Team , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.