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ZENITH WEALTH PARTNERS

PHILADELPHIA, PA · CRD 304732 · IAPD ↗ · (484) 278-1559

$151.0MRegulatory AUM
9Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — ZENITH WEALTH PARTNERS reported RAUM up 48% ($102.1M -> $151.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — ZENITH WEALTH PARTNERS now reports custody of client assets ($23.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
July 2025 — ZENITH WEALTH PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — ZENITH WEALTH PARTNERS reported RAUM up 25% ($81.6M -> $102.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2024 — ZENITH WEALTH PARTNERS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2024 — ZENITH WEALTH PARTNERS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2024 — ZENITH WEALTH PARTNERS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — ZENITH WEALTH PARTNERS (PHILADELPHIA, PA) is newly SEC-registered with $81.6M RAUM and 6 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.