Zero Gravity Financial, LLC

RIASEC Registered
Total AUM
$39.2M
Discretionary
$39.2M
100% of AUM
Avg account
$576K
Accounts
68
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
169905
Custodians
CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI86.68%
  • Individuals13.32%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zero Gravity Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that can select and oversee outside managers. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are non‑asset based, relying on hourly charges and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Cash & Cash Equivalents 15%, Exchange Traded Equities 5%80%
  • Public Funds/Mutual Funds80%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities5%

Contacts

1 of 1
  • Lori Dietzler

    Lori Dietzler

    FounderCRD 4523332

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth