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Building 2ZENITH WEALTH PARTNERS

Map pinPHILADELPHIA, PA
Phone(484) 278-1559
NotebookSEC #801-129630
Total AUM
$151M
Employees
11
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 MARKET ST.
SUITE 216
PHILADELPHIA
PA 19103
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(484) 278-1559

ReceiptFinancials

Total AUM
$151M
Accounts
789
Discretionary
$141M
Accounts
778
Non-Discretionary
$10M
Accounts
11

ContactClients

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Individual Clients
267
AUM
$32.5M
HNW Individual Clients
31
AUM
$55.8M
Charitable Organization Clients
24
AUM
$61.6M
Corporation or Business Clients
3
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS PLANNING; ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAILLAMAMDMINCNJNYOHPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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