ZH Wealth Management, LLC

ZH Wealth Management provides ongoing investment supervisory services to individuals, high‑net‑worth individuals, and corporations or business entities, creating an Investment Policy Statement for each client to guide portfolio construction and monitoring. Its advisory services cover asset allocation, security selection, and regular portfolio monitoring across mutual funds, equities, bonds, ETFs, hedge funds, REITs, private placements and government securities.

The firm manages accounts on both a discretionary and non‑discretionary basis, requesting authority to select securities and execute transactions as documented in the advisory agreement. Investment analysis uses charting, fundamental, technical and cyclical methods, and the firm employs both long‑ and short‑term trading and may utilize short sales, margin and options writing, all of which carry elevated risk.

Notably, the firm reports approximately $11.9 million in assets under management and explicitly includes corporations and business entities among its client types, an institutional-style offering that is uncommon for independent advisers of this scale. The brochure also discloses that the firm’s principal provides separate tax‑related consulting outside the advisory business (a potential conflict of interest) and describes practices such as direct fee withdrawals from custodial accounts, block trading, and allowing client‑directed brokerage.