Zenith Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities. The firm delivers tailored, discretionary portfolio management and prepares financial planning recommendations that may include non‑investment topics such as retirement strategies, tax considerations and estate planning.
The firm’s investment approach emphasizes a tactical allocation strategy and uses a mix of fundamental, technical and cyclical analysis to inform decisions. Zenith may employ a broad set of instruments — including exchange‑listed and over‑the‑counter securities, mutual funds, bonds, options, and, when appropriate, margin or short positions — and may use cash holdings or targeted stock selections to manage sector weightings and hedge risk.
Notably, Zenith operates at a very small scale relative to peers (six clients and approximately $364,310 in assets under management as of 12/31/2025) and also offers hourly financial planning engagements in addition to asset management. The firm’s ADV discloses a prior disciplinary matter: the managing member pled guilty in 2016 to a misdemeanor for providing false identification/information, a disclosure the firm reports in Item 9.
Client services
Expertise
Fee options
1.0% annually
$50.00 per hour, negotiable
Account minimum: $1,000
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida · Iowa
Also doing business as
Zenith Wealth Management · Zenith Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
Forms ADV
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