ZENITH WEALTH PARTNERS
ZENITH SOLUTIONS, INC. Legal Name
Adviser information for ZENITH WEALTH PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 218 | $81.6M |
| Non-Discretionary | 0 | $0 |
| Total | 218 | $81.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 186 | $15.3M |
| HNW Individuals | 15 | $31.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 15 | $32.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsTAX PREPARATION SERVICES; BUSINESS PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129630 |
|---|---|
| SEC ERA File Number | 801-129630 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304732 |
| Legal Entity Identifier | None |
Principal Office
2400 MARKET STREETSUITE 216
PHILADELPHIA
PA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 248-568-4626, Fax: None
Chief Compliance Officer
JASON RAY
2400 MARKET STREET
SUITE 216
PHILADELPHIA
PA
United States
Tel:
248-568-4626
J****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAY, JASON, M | Individual | – | ELECTED MANAGER, SHAREHOLDER, CCO, CEO | 05/2019 | 25-50% |
| Ray, James | Individual | – | SHAREHOLDER | 05/2019 | 25-50% |
| Ransom-Cooper, Chelsea | Individual | – | SHAREHOLDER | 01/2021 | 25-50% |
| Shah, Partheev | Individual | – | SHAREHOLDER | 06/2022 | 10-25% |