ZENITH WEALTH PARTNERS

RIASEC RegisteredEst. 2024

Total AUM

$151M

Discretionary

$141M

93% of AUM

Avg account

$191K

Accounts

789

Employees

Advisory reps

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

FINTRX

Overview

Zenith Wealth Partners is an independent, corporation-structured registered investment adviser that entered SEC registration in 2024. The firm is owned by an individual and identifies itself as a capital allocator, serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services focus on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm is not listed as an active ESG investor and is not designated as a multi-state adviser in the snapshot data.