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ZENDAMENTALS

CHICAGO, IL · CRD 148411 · IAPD ↗ · 773-248-1000

$160.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — ZENDAMENTALS (CHICAGO, IL) is newly SEC-registered with $129.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.