ZEN WEALTH ADVISORS, LLC

Overview

Zen Wealth Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm caters to both individual and family clients, as well as institutional clients, offering a range of advisory activities that include financial planning, portfolio management for individuals and small businesses, and pension consulting services. While Zen Wealth Advisors does not actively engage in ESG investing, it maintains a diverse client base and a fee structure that includes a percentage of assets under management (AUM) and commissions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices