Zanetti Financial, LLC

Overview

Zanetti Financial, LLC is an SEC registered investment adviser based in Albuquerque, NM, registered since 2017. It reports $809M in assets under management across 1,481 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$809M

Discretionary

100%

Accounts

1,481

Average account

$547K

Employees

2

Advisory reps

2

Registered since

2017

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Gregory Joseph Zanetti Chief Compliance Officer, Managing Member CRD 1506346
• Walt Benson Partner CRD 7459557

Advisory reps 2 of 2

• Walt Benson Investment Adviser Rep CRD 7459557
• Gregory Joseph Zanetti Investment Adviser Rep CRD 1506346

Location

Headquarters

5130 San Francisco Rd NE Ste A
Albuquerque, NM 87109

County

Bernalillo

Metro area

Albuquerque, NM

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: zanettifinancial.com

Every state, with registration dates

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