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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