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ZEN WEALTH ADVISORS, LLC
CRD 325679
11 APEX DRIVE SUITE 300A, MARLBOROUGH, MA, 01752, United States
Phone
508-719-0288
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$40.2M
Discretionary AUM
$26.3M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2025-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.5M |
| High net worth individuals | 28 | $21.8M |
| Pension/profit sharing plans | 7 | $13.9M |
Official SEC filing: View on IAPD