Z
$40.2M Total AUM
$26.3M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Newedge Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2023
- Office Locations
- 1
Office Locations
11 Apex Drive Suite 300a Marlborough MA
About ZEN Wealth Advisors, LLC
ZEN Wealth Advisors, LLC is a Marlborough-based RIA. The firm has been operating for 3 years. Managing $40.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Newedge Securities.
Team overview
35 AVG AGE
$40.2M AVG AUM / ADVISOR
$599.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EMILY MAO SRICHAROENCHAIKIT
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5780478
- Ownership
- 75% or more
Available
Available
Available
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M
MAXIM CARON
--
- CRD
- #7984854
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,305,378 | -- |
| Non-Discretionary | $13,870,434 | -- |
| Total | $40,175,812 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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