Zenith Wealth Partners
Zenith Wealth Partners is an SEC-registered mass-market adviser in Philadelphia, PA with $151.0M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Zenith Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304732, SEC 801-129630, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $151.0M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Philadelphia, PA
- Employees
- 11
- Clients
- 325
- CRD
- 304732
- Ownership
- Ray, James; Shah, Partheev; RAY, JASON, M; Ransom-Cooper, Chelsea; RAY, JASON, MICHAEL
How much AUM does Zenith Wealth Partners have?
Zenith Wealth Partners reported $151.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Zenith Wealth Partners?
Disclosed owners and executives of Zenith Wealth Partners include Ray, James, Shah, Partheev, RAY, JASON, M, Ransom-Cooper, Chelsea, RAY, JASON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.