ZEN Wealth Advisors, LLC
Firm details
- Headquarters
- Marlborough, Massachusetts
- CRD number
- 325679
- Website
- zenwealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI54.19%
- Pension & Profit Sharing Plans34.52%
- Individuals11.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
ZEN Wealth Advisors, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation combines percentage-of-AUM fees and commission-based charges. The adviser does not identify as an active ESG investor and is not flagged as a capital allocator or multi-state adviser in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Emily Sricharoenchaikit
Managing Member And Chief Compliance OfficerCRD 5780478
Contacts
1 of 1
Maxim Caron
Associate AdvisorCRD 7984854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlborough, MA
Middlesex
Location
Marlborough, MA
Headquartered in Marlborough, MA, 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
- Middlesex
- Address
- 11 Apex Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Community Financial Group, Inc.
RIAMarlborough, MA
Greenport Capital Advisors
RIAMarlborough, MA
Mannion Money Advisory
RIAMarlborough, MA
Shilla Advisory LLC
RIAMarlborough, MA
Mccurdy & Andrew Investments, LLC
RIASturbridge, MA
SW Private Wealth, LLC
RIANeedham, MA