Z
Zarathustra Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$150,000
About
Zarathustra Wealth Management provides fee-only financial planning and discretionary portfolio management for individual investors, and also serves small business owners, pension plans, foundations, and other institutional clients. Services described in the brochure include written financial plans with cash-flow and tax considerations, portfolio construction using broad-based index funds and selective stock holdings, pension consulting, and educational seminars or workshops.
The firm follows an evidence-based, quantitatively driven, bottom-up approach that emphasizes sustainable risk‑adjusted returns over short‑term outperformance, using Monte Carlo simulations and tailor-made asset allocations to evaluate outcomes. Advisory work is delivered through individualized written plans and discretionary implementation after client approval, and the firm applies a "skin in the game" policy requiring advisors to personally hold recommended securities.
Uncommon for a firm of its type and size, the adviser provides pension consulting and institutional portfolio management while periodically publishing public research and periodicals intended to inform investors. It combines broad index exposure with selective stock selection—using a simple shareholder-yield/growth/change-in-multiple framework for expected returns—and offers on-site training and workshops for plan sponsors and employee groups.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Passive / index investing
Active portfolio management
Fee options
$10,000 - $999,999: 1% annually $1,000,000+: 0.75% annually
$450 flat fee for first 3 hours, then $150 per hour thereafter
Account minimum: $10,000 Fee-only: Fee only, no commissions or kickbacks
Main office location
Zarathustra Wealth Management
166 Valley Street, Building 6 M, Suite 103
Providence RI 02909, United States
Number of offices
1
Most active in
Zarathustra Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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