Zetlmaier Wealth Management LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 327128
- Website
- jzwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.63%
- Individuals45.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Zetlmaier Wealth Management LLC is an independent, individually owned RIA that focuses on planning and portfolio management for individuals, families and small businesses. The firm bills using a mix of assets-under-management fees plus hourly and fixed-fee arrangements. Advisory services listed on the firm’s materials emphasize financial planning and discretionary portfolio management rather than institutional or pension consulting. Zetlmaier does not identify as an active ESG investor, it is not presented as a multi-state adviser, and it does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- US Government Bonds10%
- Exchange Traded Equities3%
Contacts
1 of 1
Jonathon Zetlmaier
OwnerCRD 2945086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 1420 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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