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A B L E Wealth Management Solutions LLC

A B L E Wealth Management Solutions LLC. CRD 301257

A B L E Wealth Management Solutions LLC logo

CRD: 301257

A B L E Wealth Management Solutions LLC

ANN Arbor, MI, 48108
7347863875
www.ablewms.com
$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Merrill Lynch · TD Ameritrade
Clients
Retail
Platforms
Capital zenithFrontier
Established Date
03-28-2019
Office Locations
1

Office Locations

3380 Travis Pointe Road Suite E ANN Arbor MI

About A B L E Wealth Management Solutions LLC

A B L E wealthmanagementsolutions is an independent, fee-only RIA in Ann Arbor providing customized portfolio management and comprehensive financial planning. Portfolios are built from an asset-allocation framework using a mix of direct equities, high-quality fixed income (e.g., Treasuries/munis) and funds/ETFs, with tax-aware rebalancing and tax-loss harvesting. The firm emphasizes disciplined, gradual portfolio transitions and ongoing monitoring aligned to client risk tolerance and goals.

Team overview

-- AVG AGE
$31.7M AVG AUM / ADVISOR
$411.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Delta bridge Timber

Client Personas

Eagle

Custodian

Fusion pathway Value matrix Wave atlas Frontier radial Bridge atlas Fusion Pathway beacon

Investment Themes

Fusion Fusion catalyst Signal Horizon fusion Value zenith

Investment Vehicles

Foundation north Insight

Services

Zenith bridge Ridge bridge Matrix Eagle Vertex ridge Frontier foundation Insight value Frontier wave Pioneer Quantum quantum

Technology

North pioneer Glacier

Owner & Executives

KENNETH CHARLES ZEHNDER

KENNETH CHARLES ZEHNDER

Chief Compliance Officer, Financial Advisor, FOUNDER, President

CRD
#5589419
Ownership
75% or more
(786) 981-5991
vertex.ridge@harborcapital.com
in linkedin.com/in/timber-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $31,712,627 --
Non-Discretionary $0 --
Total $31,712,627 --

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Separately Managed Accounts

Total SMA Asset: $31,712,627

$31.7M Total SMA
Equity - Exchange:
40.0%
Public Funds:
34.1%
U.S. Government/Agency:
25.9%
Asset class Assets Assets %
Equity - Exchange $2,539,712,829 40.0%
Public Funds $2,165,105,187 34.1%
U.S. Government/Agency $1,644,464,057 25.9%
Total $6,349,282,073 100.0%

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