Zenith Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$269,727,503
Clients
85
Advisors
4
of 4 employees
About
Zenith Wealth Advisors serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management, financial planning and consulting, family office services, and recently added retirement plan consulting. The firm operates as a small team of four advisors managing roughly $328 million across about 85 client relationships.
Zenith tailors discretionary portfolios to client objectives and risk tolerances, using a mix of individual securities, ETFs, alternative and private investments, and occasionally engaging third‑party money managers; its analytical toolkit includes technical and cyclical methods alongside manager due diligence. The firm also provides hands‑on services for select clients — including family office coordination and bill‑pay — and may employ active strategies such as margin, options, and private equity where appropriate.
What distinguishes Zenith from many peers is its formal affiliation with a banking and trust company, through which it offers trustee and bill‑payment services and which creates custody implications that are subject to independent annual verification. That integrated bank/trust relationship combined with a defined family office offering and a relatively small, concentrated client base are notable structural features the brochure highlights, and the firm discloses potential conflicts while noting clients are not required to use the affiliated bank or any recommended third‑party specialist.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning range from $2,500 to $10,000; Family Office services have fixed annual fees ranging from $100,000 to $750,000.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $30,000,000: 0.35% $30,000,001+: 0.30%
Financial planning and consulting hourly fee up to $350; Family Office hourly fee up to $2,500.
Minimum fee: Minimum annual flat fee of $10,000, which will not exceed 3% of assets under management; waivable at firm's discretion. Fee-only: Financial planning and consulting fees charged hourly or flat; flat fees range from $2,500 to $10,000; hourly maximum fee $350.
Main office
4900 N. Scottsdale Road, Ste 1500
Scottsdale AZ 85251
Advisors at this office
4
Most active in
Arizona · Colorado · Texas
Also doing business as
Vb&T Organizational LLC · Vb&T Wealth Management LLC · Zenith Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Patricia S
Series 65
Scottsdale, AZ
Zenith Wealth Advisors
Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.
Daniel T
CFP®, Series 63, Series 65
Scottsdale, AZ
Zenith Wealth Advisors
Daniel Thompson is a CFP® professional with 10 years of industry experience. He is currently with Zenith Wealth Advisors in Scottsdale, AZ, where he has worked since 2022. Prior to that, he held roles at First Western Investment Management and First Western Trust Bank. He also serves as an officer of a bank. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, providing portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using various investment vehicles and employs both discretionary management and third-party sub-advisors, with an affiliation to a bank and trust company that supports trustee roles and Family Office offerings.
Nicolas M
Series 63, Series 65
Scottsdale, AZ
Zenith Wealth Advisors
Nicolas Moise is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Zenith Bank & Trust and Charles Schwab. Zenith Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and Family Office services. The firm constructs customized portfolios using a variety of investment vehicles and employs both discretionary management and third-party oversight, with a notable affiliation to a bank and trust company that supports trustee roles and integrated Family Office offerings.
Parker F
Series 65, Series 66
Scottsdale, AZ
Zenith Wealth Advisors
Parker Foltz is a financial advisor at Zenith Wealth Advisors in Scottsdale, AZ, holding Series 65 and Series 66 credentials with eight years of industry experience. Prior to joining Zenith in 2025, he spent ten years at Bank of America and Merrill. Zenith Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, family office services, and retirement plan consulting. The firm offers tailored discretionary portfolios using a range of investment strategies and maintains a formal affiliation with a banking and trust company that supports trustee and bill-payment services.
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