Zestiny Wealth

Overview

Zestiny Wealth is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines accounting work with advisory services: its stated activities include financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Zestiny Wealth identifies itself as an active ESG investor, which suggests environmental, social, or governance factors are incorporated into at least some client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices