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ZENITH WEALTH ADVISORS
4900 N. Scottsdale Road
Ste 1500
Scottsdale, Arizona 85251
Tel: 480-999-9900
About ZENITH WEALTH ADVISORS
ZENITH WEALTH ADVISORS, formally registered with the SEC as ZENITH WEALTH ADVISORS. The firm was established in 02/15/2022. They have over 1 offices throughout the country.
ZENITH WEALTH ADVISORS is a Scottsdale, Arizona based Financial Planning firm with nearly $303,049,547 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318330 |
| SEC# | 801-123228 |
| Assets Managed by Firm | $303,049,547 |
| No. of Clients | 276 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 276 | $303,049,547 |
| Individuals (other than high net worth individuals) | 34 | $28,467,462 |
| High net worth individuals | 49 | $244,661,056 |
| Charitable organizations | Fewer than 5 clients | $2,757,018 |
| Corporations or other businesses | Fewer than 5 clients | $27,164,011 |
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