ZETLMAIER WEALTH MANAGEMENT LLC

Overview

Zetlmaier Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on private clients and families. The firm concentrates on fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its advisory model emphasizes pooled public fund vehicles—chiefly mutual funds and ETFs—as the primary building blocks for client portfolios, supplemented selectively with alternative exposures where client suitability and objectives warrant. The firm charges based on a mix of assets-under-management fees, hourly engagements and fixed-fee arrangements, and it does not present itself as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices