Zenith Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$328,331,005
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
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
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.
$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%
Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.
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
Zenith Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · Colorado · Texas
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 active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
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