ZARATHUSTRA WEALTH MANAGEMENT
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 330510
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Zarathustra Wealth Management operates as an independent registered investment advisor (RIA) and is structured as a sole proprietorship. The firm primarily serves individual and family clients, offering a range of advisory services that include financial planning, portfolio management for both individuals and small businesses, and pension consulting. Zarathustra Wealth Management does not engage in capital allocation or operate as a multi-state adviser, which allows it to focus on personalized service for its clients. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities85%
- Other14%
- Cash & Cash Equivalents1%
Contacts
1 of 1Eric Thomson
Managing PartnerCRD 7111457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 166 Valley St
- Time zone
- ET (UTC-5)
- Office locations
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