ZENIKI WEALTH

Overview

Zeniki Wealth is a small, independent registered investment adviser that concentrates its client work on individuals and families. The firm’s asset mix and service model point to a boutique advisory practice that favors equity exposure—predominantly in non-exchange traded equities—over broad liquid market beta. Advisory services include financial planning and portfolio management targeted at individuals and small businesses. Fee arrangements are flexible: percentage of AUM, hourly charges and fixed fees are all used depending on client needs. Investment behavior shows a strong tilt toward concentrated, less-liquid equity positions rather than diversified public-market ETFs. The firm is not an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Given the small client base and limited discretionary mandate, Zeniki Wealth appears to operate largely in an advisory/consultative capacity, with clients retaining much control over asset decisions.

Assets & Accounts

Investments & Alternatives

Location & Offices