Zenith Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$346,310
Clients
6
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
6
Very LowAverage account size
$57,718
About
Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities. The firm delivers tailored, discretionary portfolio management and prepares financial planning recommendations that may include non‑investment topics such as retirement strategies, tax considerations and estate planning.
The firm’s investment approach emphasizes a tactical allocation strategy and uses a mix of fundamental, technical and cyclical analysis to inform decisions. Zenith may employ a broad set of instruments — including exchange‑listed and over‑the‑counter securities, mutual funds, bonds, options, and, when appropriate, margin or short positions — and may use cash holdings or targeted stock selections to manage sector weightings and hedge risk.
Notably, Zenith operates at a very small scale relative to peers (six clients and approximately $364,310 in assets under management as of 12/31/2025) and also offers hourly financial planning engagements in addition to asset management. The firm’s ADV discloses a prior disciplinary matter: the managing member pled guilty in 2016 to a misdemeanor for providing false identification/information, a disclosure the firm reports in Item 9.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Cash flow / budgeting
General estate planning guidance
Income planning
Fee options
1.0% annually
$50.00 per hour, negotiable
Account minimum: $1,000
Main office location
Zenith Wealth Management
Orlando FL, United States
Number of offices
1
Most active in
Zenith Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Iowa
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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