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ZARATHUSTRA WEALTH MANAGEMENT
CRD 330510
166 VALLEY STREET, BUILDING 6M, SUITE 103, PROVIDENCE, RI, 02909, United States
Phone
401-529-7971
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$3.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2024-11-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD