Zolton Wealth

Overview

Zolton Wealth is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee model combines asset-based fees and fixed fees. Zolton Wealth identifies as an active ESG investor, indicating environmental, social, or governance factors play a role in its investment selection or manager screening. The firm does not act as a capital allocator on behalf of outside investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices