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 registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, manager selection and educational seminars/workshops. Zenith does not identify 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
Nina Milligan
Associate AdvisorCRD 7128425
James Ray
ShareholderCRD 7159952
Jesse Wideman
Financial PlannerCRD 6779761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$112M in ETFs
79%
$88.1M
14%
$23.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.9M | 15,850 | 10.61% |
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
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