Zarathustra Wealth Management

Overview

Zarathustra Wealth Management is an independent, sole-proprietor registered investment adviser that serves individual and family clients. The firm operates as an owner-run practice and provides ongoing portfolio management alongside financial planning. Its published advisory activities include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, pension consulting services, and the publication of periodicals or newsletters. Billing is a mix of a percentage-of-assets fee and hourly charges, indicating a combination of ongoing asset management and project-based advice. The firm is not identified as an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives