Dakota
Dakota
Book a Demo
Talk to an Expert

The Zandbergen Group

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website zandbergengroup.com
Client types

Overview

The Zandbergen Group Wealth Management is a boutique wealth advisory firm based in Laguna Beach, California, focused on delivering holistic financial planning and investment management services to high-net-worth and ultra-high-net-worth individuals and families. The firm emphasizes aligning financial strategies with clients’ personal values, long-term goals, and legacy objectives, positioning itself as a relationship-driven advisory practice with a comprehensive view of “true wealth,” encompassing financial, lifestyle, and personal dimensions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy