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ZENITH WEALTH PARTNERS
ZENITH SOLUTIONS, INC.
CRD 304732 · SEC 801-129630
2400 MARKET ST., SUITE 216, PHILADELPHIA, PA, 19103, United States
Phone
(484) 278-1559
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.0M
Discretionary AUM
$141.0M
Team
11 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsBUSINESS PLANNING; ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $32.5M |
| High net worth individuals | 31 | $55.8M |
| Charitable organizations | 24 | $61.6M |
| Corporations/business entities | 3 | $1.1M |
States served
CA, DC, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD