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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2017
- Office Locations
- 2
Office Locations
About Zeiser Wealth Management LLC
Zeiser Wealth Management is an independent, fiduciary RIA serving business owners and executives, farmers, professionals, trust accounts and individual investors. The firm provides wealth planning and portfolio management with a focus on disciplined process and risk management. Portfolios are often implemented with ETFs and asset allocation approaches, with custody through providers such as Charles Schwab (and LPL).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JARED RAY ZEISER
Chief Compliance Officer, Managing Member, President
- CRD
- #4066070
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTAL MAYLEE GREEN
President
- CRD
- #3030027
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,239,463 | -- |
| Non-Discretionary | $4,788,540 | -- |
| Total | $67,028,003 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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