ZH Wealth Management, LLC

RIASEC Registered
Total AUM
$11.9M
Discretionary
$8.6M
72% of AUM
Avg account
$192K
Accounts
62
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
152819
Custodians
ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI61.46%
  • Individuals38.54%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ZH Wealth Management, LLC is a small, owner-operated advisory firm organized as an LLC that focuses on managing money for individual and family clients. The firm charges fees based on a percentage of assets under management and provides discretionary and non-discretionary portfolio management services for individuals, small businesses, and institutional/business clients. It does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Cash & Cash Equivalents 37%, Public Funds/Mutual Funds 17%46%
  • Exchange Traded Equities46%
  • Cash & Cash Equivalents37%
  • Public Funds/Mutual Funds17%

Contacts

1 of 1
  • Zachary Hagen

    Investment Adviser RepresentativeCRD 4536481

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth