Zenith Wealth Advisors logo

Zenith Wealth Advisors

Updated today

Total assets under management

$328,331,005

Total clients

85

61% high-net worth

Total advisors

4

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

21

Average account size

$3,862,718

About

Zenith Wealth Advisors serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management, financial planning and consulting, family office services, and recently added retirement plan consulting. The firm operates as a small team of four advisors managing roughly $328 million across about 85 client relationships.

Zenith tailors discretionary portfolios to client objectives and risk tolerances, using a mix of individual securities, ETFs, alternative and private investments, and occasionally engaging third‑party money managers; its analytical toolkit includes technical and cyclical methods alongside manager due diligence. The firm also provides hands‑on services for select clients — including family office coordination and bill‑pay — and may employ active strategies such as margin, options, and private equity where appropriate.

What distinguishes Zenith from many peers is its formal affiliation with a banking and trust company, through which it offers trustee and bill‑payment services and which creates custody implications that are subject to independent annual verification. That integrated bank/trust relationship combined with a defined family office offering and a relatively small, concentrated client base are notable structural features the brochure highlights, and the firm discloses potential conflicts while noting clients are not required to use the affiliated bank or any recommended third‑party specialist.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning range from $2,500 to $10,000; Family Office services have fixed annual fees ranging from $100,000 to $750,000.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%

Project-based

Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.

Other

Minimum fee: Minimum annual flat fee of $10,000, which will not exceed 3% of assets under management; waivable at firm's discretion. Fee-only: Financial planning and consulting fees charged hourly or flat; flat fees range from $2,500 to $10,000; hourly maximum fee $350.

Main office location

Zenith Wealth Advisors

4900 N. Scottsdale Road, Ste 1500

Scottsdale AZ 85251, United States

Number of offices

1

Most active in

Arizona · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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