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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 3
Office Locations
About Zeches Wealth Management
Zeches Wealth Management is a father-son, multi-generational advisory firm in Tucson and Phoenix serving multi-generational families, trusts, and businesses. The team delivers personalized financial planning and ongoing investment management through a five-step “personal CFO” process, led by a CPA and CFP professional. LPL Financial-affiliated; Chris Zeches is a member of LPL’s Ambassador Council.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER PAUL ZECHES
Certified Financial Planner, Chief Compliance Officer, Managing Partner
- CRD
- #5668451
- Ownership
- 25% but less than 50%
ANN CAUSEY ZECHES
Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ROBERT CLINE ARMOUR
--
- CRD
- #1032730
JOHN MICHALE HAUBERT
Financial Advisor
- CRD
- #5105580
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,146,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,146,333 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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