ZH Wealth Management, LLC

Overview

ZH Wealth Management, LLC is a small, fee-based registered adviser focused on portfolio management for individuals, small businesses and institutional/business clients. The firm runs discretionary and non-discretionary mandates and charges clients a percentage of assets under management. Investment activity appears skewed toward liquid public markets, with a notable allocation to exchange-traded equities and a complementary use of mutual funds. The firm does not present itself as an ESG-focused manager and is not registered as a multi-state adviser. The business model is targeted to individual and family clients: relatively few relationships, multiple accounts per household, and hands-on portfolio oversight. Custody choices and the asset mix suggest a preference for straightforward, liquid instruments alongside selectively used alternative vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices