ZENITH WEALTH ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$328M
Discretionary
$328M
100% of AUM
Avg account
$1M
Accounts
314
Employees
4
Advisory reps
5

Firm details

Headquarters
Scottsdale, Arizona
CRD number
318330
Registered since
February 15, 2022
Website
www.zenithwealthadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.78%
  • Corporations / Businesses15.17%
  • Individuals3.37%
  • Pension & Profit Sharing Plans1.85%
  • Charitable Organizations0.83%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Zenith Wealth Advisors is an independent registered investment adviser operating as a limited liability company and registered with the SEC in 2022. The firm serves both individual/family and institutional clients and positions itself as a capital allocator and selector of external managers rather than a pure product provider. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. Zenith does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 20%, Cash & Cash Equivalents 11%, US Government Bonds 8%, State & Local Bonds 6%, Private Funds 4%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents11%
  • US Government Bonds8%
  • State & Local Bonds6%

Owners & executives

2 of 2

  • Jenifer Warnhoff

    Chief Compliance OfficerCRD 7490706

  • DANIEL THOMPSON

    President, CEOCRD 2656870

Contacts

3 of 3

  • Nicolas Moise

    Investment AssociateCRD 7529082

  • Parker Foltz

    Investment Adviser RepresentativeCRD 6469249

  • Patricia Stark

    Managing DirectorCRD 7504494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4900 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth