Zelus Wealth Management

Overview

Zelus Wealth Management is a small, independent Registered Investment Adviser organized as a limited liability company and run on an owner-managed basis. The firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes percentage-of-assets and fixed-fee arrangements, and the adviser operates as a discretionary manager for the accounts it oversees. Investment behavior is equity centric: the adviser prefers exchange-traded equities as the primary building block for client portfolios. Zelus is not positioned as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Given the firm’s size and structure, portfolio construction appears focused on liquid, tradable instruments that support straightforward implementation and ongoing rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices