{"url":"https://nivawealth.com/firms/relyea-zuckerberg-hanson-125696","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125696","regulatoryAum":2448559106,"crd":"125696","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6337827","suffix":null,"lastName":"ALEXANDER","firstName":"IVY","middleName":"MONIQUE"},{"crd":"5506492","suffix":null,"lastName":"ATALLAH","firstName":"JEAN-PAUL","middleName":null},{"crd":"5002273","suffix":null,"lastName":"COOPER","firstName":"SPENCER","middleName":"MORRIS"},{"crd":"6701544","suffix":null,"lastName":"Doebler","firstName":"Austin","middleName":"Lee"},{"crd":"5835611","suffix":null,"lastName":"MCEWAN","firstName":"BRENDAN","middleName":"LAUDER"},{"crd":"5814420","suffix":null,"lastName":"ROWLAND","firstName":"LAUREN","middleName":"ANN"},{"crd":"2215130","suffix":null,"lastName":"ZUCKERBERG","firstName":"CARL","middleName":"JONATHAN"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":1341371332,"clients":334,"employees":8,"offices":1},{"filedOn":"2022-07-20","regulatoryAum":1516018156,"clients":372,"employees":10,"offices":1},{"filedOn":"2023-02-03","regulatoryAum":1401647765,"clients":394,"employees":11,"offices":1},{"filedOn":"2024-03-07","regulatoryAum":1718028015,"clients":404,"employees":11,"offices":1},{"filedOn":"2025-05-22","regulatoryAum":2113150489,"clients":429,"employees":11,"offices":1},{"filedOn":"2026-02-01","regulatoryAum":2448559106,"clients":451,"employees":11,"offices":1}],"secFileNumber":"801-71454","legalName":"Relyea 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Relyea Zuckerberg Hanson have?","answer":"Relyea Zuckerberg Hanson has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Relyea Zuckerberg Hanson invest in?","answer":"At the end of its last fiscal year, Relyea Zuckerberg Hanson’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% cash and equivalents, 2% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Relyea Zuckerberg Hanson?","answer":"Relyea Zuckerberg Hanson’s direct owners are Carl Zuckerberg (75% or more) and Spencer Cooper (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Relyea Zuckerberg Hanson get paid?","answer":"Relyea Zuckerberg Hanson is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}