Zenith Wealth Management

Overview

Zenith Wealth Management is a small, independent registered investment adviser focused on serving individual and family clients with integrated financial planning and portfolio management. The firm charges a mix of AUM-based fees and hourly advisory fees and concentrates its client work on direct equity exposure delivered primarily through exchange-traded instruments. Zenith does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor. Advisory activities center on planning and portfolio management for individuals and small businesses rather than institutional mandates. Investment posture is equity‑centric with routine use of third‑party pooled and direct vehicles when appropriate. The firm reports allocating to a range of alternatives via external managers — including hedge funds, real estate, commodities and oil & gas — while also employing mutual funds and corporate debt as complementary holdings. Given the boutique scale, the firm appears to favor liquid, implementable strategies that can be managed across a small number of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices