FHZ Wealth Management, LLC
Firm details
- Headquarters
- Madison, Mississippi
- CRD number
- 311858
- Website
- fhzwealthmanagement.com
- Fee structure
- Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
FHZ Wealth Management, LLC is a small, individually owned limited liability company that provides portfolio management services aimed at individuals and small businesses. The adviser reports an atypical fee setup labeled as "Other" rather than a standard asset‑based or hourly structure. It is not positioned as a multi‑state adviser, not an active ESG investor, and does not describe itself as a capital allocator, pension consultant, or related adviser. The firm’s SEC registration year is not listed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Frank Zito
PresidentCRD 2766336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, MS
Madison
Location
Madison, MS
Headquartered in Madison, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 161 Montgomery St
- Time zone
- CT (UTC-6)
- Office locations
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