ZEISER WEALTH MANAGEMENT LLC

Overview

Zeiser Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a fee model made up of percentage-of-AUM and fixed-fee engagements. The firm emphasizes equity-based portfolios: exchange-traded equities are its dominant exposure and its stated preference. Its advisory practice covers financial planning, portfolio management for individuals and small businesses, selection of outside advisers, publication of client communications, and educational seminars. Zeiser Wealth Management also operates as an insurance broker, integrating insurance solutions into client plans. The firm acts as a capital allocator in addition to managing portfolios directly, which is reflected in its use of third-party alternative managers for certain allocations. That mix—core public equities plus external alternative fund managers—suggests a two-layered approach: building client portfolios around traded equity strategies while selectively adding private-market and real-estate exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices