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ZENITH WEALTH ADVISORS
VB&T WEALTH MANAGEMENT LLC
CRD 318330 · SEC 801-123228
4900 N. SCOTTSDALE ROAD, STE 1500, SCOTTSDALE, AZ, 85251, United States
Phone
480-999-9900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$328.3M
Discretionary AUM
$328.3M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $11.1M |
| High net worth individuals | 52 | $258.7M |
| Corporations/business entities | 7 | $49.8M |
States served
AZ, CO, TX
All web addresses on file
Official SEC filing: View on IAPD