Zenith Wealth Advisors
Zenith Wealth Advisors is an SEC-registered wealth manager in Scottsdale, AZ with $328.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Zenith Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318330, SEC 801-123228, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $328.3M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 4
- Clients
- 92
- CRD
- 318330
- Ownership
- Warnhoff, Jenifer; VB&T HOLDING COMPANY LLC; THOMPSON, DANIEL, CHRISTOPHER
How much AUM does Zenith Wealth Advisors have?
Zenith Wealth Advisors reported $328.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Zenith Wealth Advisors?
Disclosed owners and executives of Zenith Wealth Advisors include Warnhoff, Jenifer, VB&T HOLDING COMPANY LLC, THOMPSON, DANIEL, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.