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ZENITH WEALTH ADVISORS

SCOTTSDALE, AZ · CRD 318330 · IAPD ↗ · 480-999-9900

$328.3MRegulatory AUM
4Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2025 — ZENITH WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — ZENITH WEALTH ADVISORS reported RAUM up 36% ($223.6M -> $303.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — ZENITH WEALTH ADVISORS reported RAUM up 33% ($167.9M -> $223.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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