Zeiser Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,028,003
Total clients
195
17% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
98
Average account size
$343,733
About
Zeiser Wealth Management LLC provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, foundations, and corporations. As of December 31, 2024 the firm reported approximately $66.7 million in assets under management and offers both discretionary portfolio management and stand‑alone financial planning or out‑of‑scope consulting engagements.
The firm describes a disciplined, non‑emotional, formula‑driven “Advance and Protect” process that combines quantitative, technical and fundamental analysis to identify uptrends, manage cash tactically, and protect gains; strategies may include long‑ and short‑term purchases, active trading, option writing, short sales and the use of margin. ZWM may also allocate to third‑party managers and conducts ongoing monitoring and periodic tactical adjustments, with client accounts reviewed at least annually and performance summarized quarterly.
Notable operational details that distinguish ZWM from many peers include the firm’s issuance of a quarterly performance report to clients in addition to custodian statements and the fact that some advisors, including the managing principal, are separately licensed insurance agents who may receive commissions for insurance product sales—an explicit conflict disclosed in the brochure with referenced mitigation through disclosure and the firm’s Code of Ethics. The brochure also notes the firm’s participation in industry educational events and its offering of consulting engagements, practices that are less common among similarly sized supported firms.
Client services
Expertise
Fee options
Fixed fees between $1,000 and $3,000 for consulting services; $1,500 minimum for financial planning
0% to 2% annually (negotiable within this range)
$150 to $250 per hour
Minimum fee: $1,500 minimum fee for comprehensive financial plans
Main office location
Zeiser Wealth Management LLC
1702 Malvern Avenue, Suite A
Hot Springs AR 71901, United States
Number of offices
2
Most active in
Arkansas · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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