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Home > Retirement Planners > california > westlake village > ZEPHYR WEALTH MANAGEMENT
ZEPHYR WEALTH MANAGEMENT
3625 E. Thousand Oaks Blvd.
Suite 145
Westlake Village, California 91362
Tel: (805) 496-6810
About ZEPHYR WEALTH MANAGEMENT
ZEPHYR WEALTH MANAGEMENT, formally registered with the SEC as ZEPHYR WEALTH MANAGEMENT. The firm was established in 04/02/2020. They have over 2 offices throughout the country.
ZEPHYR WEALTH MANAGEMENT is a Westlake Village, California based Financial Planning firm with nearly $341,481,024 assets under management, offering retirement planning & investment advisory services to 654 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166303 |
| SEC# | 801-118365 |
| Assets Managed by Firm | $341,481,024 |
| No. of Clients | 654 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 654 | $341,481,024 |
| Individuals (other than high net worth individuals) | 202 | $74,948,289 |
| High net worth individuals | 48 | $62,708,574 |
| Pension and profit sharing plans | 24 | $203,824,161 |
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