Z
Zolton Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,002,535
Total clients
14
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$2,928,753
About
Zolton Wealth is a fee‑only, independent investment adviser that manages $41,002,535 in discretionary assets for a small client base of 14 clients, consisting of high‑net‑worth individuals and corporate or business clients rather than retail (non‑HNW) individual accounts. The firm offers discretionary wealth management and both ongoing and project‑based financial planning, advising on equities, bonds, mutual funds, ETFs, municipal securities, cash equivalents, and occasional alternative investments.
The firm’s investment process emphasizes asset allocation grounded in Modern Portfolio Theory and a combination of passive and active managers, supplemented by fundamental analysis; it can incorporate ESG/sustainability considerations when requested. Zolton Wealth implements client portfolios on a discretionary basis, conducts regular (quarterly) reviews, and tailors planning work to include business planning, cash‑flow, tax and estate considerations as part of its financial planning engagements.
Compared with many solo independent advisers, the firm’s client mix is notable for excluding lower‑net‑worth individual retail clients and for a concentrated roster of relationships, which produces a relatively high AUM per client. The firm is recently formed and underwent a legal name change, is led by a sole principal who holds CFP® credentials and a law degree, recommends Schwab and Altruist custodial platforms, does not aggregate client trades into block orders, and generally relies on custodian statements rather than producing separate firm‑generated performance reports.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Founder/Business Owner
Demographic focus
HENRY (High Earners, Not Rich Yet)
Mid-Career Professionals
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.30% $50,000,001+: 0.20%
Account minimum: $500,000 Fee-only: Initial fee ranging from $2,000 to $15,000 for ongoing financial planning only clients; monthly recurring fee ranging from $500 to $1,250 for ongoing financial planning only clients; fixed fee ranging from $4,000 to $10,000 for project-based financial planning.
Main office location
Zolton Wealth
Olathe KS, United States
Number of offices
1
Most active in
Zolton Wealth has reported serving >5 clients in these states in the last 12 months.
Kansas · 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 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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