AUMdb

Zulu Dreams Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 313960 · · zdcapital.net
☆ Save with Pro ADV data as of Apr 30, 2026
Regulatory AUM
$7.5M
Discretionary
$7.5M
Clients
22
Avg AUM / client
$341K
Accounts
39
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 22 $7.5M 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Zachary Jordan Scadden Registered representative Aug 2021 (5y)
Yannik David Mahlangu Registered representative Dec 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/30/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.

View current Form ADV (SEC/IAPD) ↗