ZAGMOUT WEALTH MANAGEMENT CO.

Overview

Zagmout Wealth Management Co. is a small, corporation-structured advisory practice focused on serving individuals and small businesses. The firm combines accounting work with advisory services, offering financial planning, portfolio management for smaller client relationships, and educational seminars and workshops. Its fee model mixes asset-based fees with fixed-fee engagements, which suggests it serves both managed-account clients and advisory or planning-only clients on a project or subscription basis. The firm does not position itself as an allocator running in-house alternative funds; instead, it relies on third-party managers for nontraditional exposures. It is not identified as an active ESG investor and is not registered as a multistate adviser. The advisory footprint appears concentrated and client-facing, oriented toward practical planning and portfolio implementation rather than institutional or pension consulting.

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Investments & Alternatives

Location & Offices