ZARATHUSTRA WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$150K
Accounts
20
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Other 14%, Cash & Cash Equivalents 1%85%
  • Exchange Traded Equities85%
  • Other14%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Eric Thomson

    Managing PartnerCRD 7111457

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth