Zenith Wealth Partners
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 304732
- Registered since
- March 1, 2024
- Website
- zenithwealth.partners
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations40.79%
- HNWI36.98%
- Individuals21.51%
- Corporations / Businesses0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Zenith Wealth Partners is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that blends traditional wealth management with access to external alternative managers. Its engagement model includes percentage-of-assets fees alongside hourly and fixed-fee arrangements, and its core advisory services cover financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Zenith does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
2 of 2
Andrew Tudor
Chief Wealth CoachCRD 6648746
Partheev Shah
Chief Operating OfficerCRD 7623466
Contacts
3 of 7
Chelsea Ransom-Cooper
Managing PartnerCRD 6978109
Jason Ray
Founder & Investment AdvisorCRD 6204562
Jesse Wideman
Financial PlannerCRD 6779761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$114M in ETFs
77%
$87.5M
15%
$26.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $12.6M | 16,474 | 11.03% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 2400 Market St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cross Border Financial Planning USA LLC
RIAPhiladelphia, PA
Liberty One Wealth Advisors
RIAPhiladelphia, PA
Versa Capital
RIAPhiladelphia, PA
Versa Capital
RIAPhiladelphia, PA
Setarcos Wealth Advisors LLC
RIAPhiladelphia, PA
Xalts
RIAPhiladelphia, PA