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FINANCIAL ZEN

SAN FRANCISCO, CA · CRD 282230 · IAPD ↗ · (415) 792-0345

$167.6MRegulatory AUM
2Advisory reps
4Employees
6Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — FINANCIAL ZEN (SAN FRANCISCO, CA) is newly SEC-registered with $167.6M RAUM and 2 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.