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Building 2ZEHNDER WEALTH MANAGEMENT, LLC

Map pinST. CLOUD, FL
Phone407-957-0074
NotebookSEC #801-122159
Total AUM
$116M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
113 E 13TH ST
ST. CLOUD
FL 34769
United States
Operating Hours
9-5
Monday - Friday
Phone
407-957-0074

ReceiptFinancials

Total AUM
$116M
Accounts
807
Discretionary
$0
Accounts
0
Non-Discretionary
$116M
Accounts
807

ContactClients

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Individual Clients
108
AUM
$95.3M
HNW Individual Clients
24
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLNY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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