A complete list of active advisors currently associated with Zelus Wealth Management
Warmer can help you find a great advisor at Zelus Wealth Management or one who fits your needs even better.
Zelus Wealth Management is an independent, state‑registered advisory firm operated by a single advisor that provides discretionary investment management alongside financial planning and ongoing financial consulting. Its client base includes individuals (including high‑net‑worth clients), trusts and estates, as well as charitable/non‑profit organizations, corporations and other business entities, and the firm also works with held‑away employer retirement accounts such as 401(k)s. The firm emphasizes asset allocation and a diversified investment approach, employing value, growth, tax‑efficient, passive and active strategies and investing across equities, mutual funds, ETFs, fixed income, alternative strategies and, where appropriate, options and futures. Zelus relies on fundamental, quantitative and qualitative analysis, manages accounts on a discretionary basis, and uses trade implementation tools — including an order management system for held‑away accounts — to pursue tax‑sensitive asset location and rebalancing. Noteworthy for a solo adviser managing modest assets (about $2 million), Zelus accepts organizational and plan‑type clients that are less common at this scale, such as charitable entities, corporate/business accounts and employer retirement plans, and documents procedures for rollovers and held‑away account management. The firm also provides financial consulting as a complementary service to investment clients and discloses a willingness to use options and futures in appropriate client portfolios, which is relatively uncommon among small independent practices.
To learn more about the advisors currently working at Zelus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sayre, OK
| 7
|
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