FHZ Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
The firm provides sub‑advisory portfolio management services to other registered investment advisers, managing client accounts under delegated discretionary authority and following the primary adviser’s stated objectives and restrictions. It does not offer direct retail advisory services to individual non‑high‑net‑worth clients, instead working through third‑party advisers.
The firm uses a mix of fundamental, technical, quantitative and qualitative analysis and employs both long‑ and short‑term trading strategies, including asset allocation and the occasional use of margin where appropriate. When engaged as a sub‑adviser it executes trades and produces periodic reports in accordance with written sub‑advisory agreements and custodian reporting practices.
Compared with many independent solo advisers, the firm is compensated through sub‑advisory arrangements rather than a standard percentage‑of‑assets fee model, and it reported no assets under management as of December 31, 2024. The firm’s brochure discloses regulatory disciplinary events involving its principal, including a consent order and a FINRA suspension related to prior private securities transactions, which are described in the disclosure documents.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Frank H. Zito receives commissions on the sale of insurance products as an independent insurance agent.
Main office location
FHZ Wealth Management, LLC
161 Montgomery Street Suite E
Madison MS 39110, United States
Number of offices
1
Most active in
FHZ Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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