Overview
Assets Under Management: $151 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 31
Average Client Assets: $1.8 million
Frequently Asked Questions
ZENITH WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304732), ZENITH WEALTH PARTNERS is subject to fiduciary duty under federal law.
ZENITH WEALTH PARTNERS is headquartered in PHILADELPHIA, PA.
ZENITH WEALTH PARTNERS serves 31 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, ZENITH WEALTH PARTNERS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ZENITH WEALTH PARTNERS manages $151 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, ZENITH WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.98%
Average Client Assets: $1.8 million
Total Client Accounts: 789
Discretionary Accounts: 778
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 304732
Filing ID: 2050242
Last Filing Date: 2026-03-17 10:16:19