Zestiny Wealth

Overview

Zestiny Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. It also runs educational seminars and workshops, reflecting an advisory focus that blends day‑to‑day investment management with client education. Billing is mixed: the firm charges a percentage of assets under management and also uses hourly and fixed fees for certain services. Zestiny Wealth lists "accountant" among its business activities and industry affiliations, which suggests tax and bookkeeping expertise is part of its client offering. The adviser identifies as an active ESG investor, indicating environmental, social or governance considerations are incorporated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives