ZH Wealth Management, LLC
RIAState 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
FINTRXOverview
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
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 Equities46%
- Cash & Cash Equivalents37%
- Public Funds/Mutual Funds17%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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