← Tributary

ZEST

MIAMI, FL · CRD 316889 · IAPD ↗ · 3053946486

$90.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2024 — ZEST reported RAUM down 40% ($170.9M -> $102.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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