Zetlmaier Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,300,000
Clients
83
27% 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
83
Very HighAverage account size
$533,735
About
Zetlmaier Wealth Management provides comprehensive financial planning and discretionary investment management to individuals and high‑net‑worth individuals, offering standalone planning services as well as implementation and ongoing portfolio supervision. The firm also advises on retirement rollovers and integrates estate‑planning work into the financial plan process by recommending a digital document platform.
The firm’s investment approach combines Fundamental Analysis, Modern Portfolio Theory, and a weak‑form view of Efficient Market Theory, favoring diversified mutual funds and ETFs for cost‑effective exposure while accommodating client requests for individual securities or actively managed funds. Portfolios are implemented on a discretionary basis and reviewed regularly for alignment with each client’s planning objectives and rebalancing needs.
Distinctive operational details in the brochure include use of the third‑party platform trustandwill.com for estate‑document creation (with the firm able to obtain read‑only access and disclosing no referral fees) and a material change noting the firm no longer acts as an insurance agent or sells fixed insurance products. The brochure also discloses practical policies—accepting electronic payment methods for planning work, declining commissions, not voting client proxies, and describing potential conflicts related to recommending a particular custodian and the non‑monetary benefits that custodian may provide.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $250,000: 1.00% annually $250,001+: 0.50% annually
$300 per hour for standalone financial planning services
Main office location
Zetlmaier Wealth Management LLC
1420 5 Th Ave, Suite 2200
Seattle WA 98101, United States
Number of offices
1
Most active in
Zetlmaier Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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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