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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2024
- Office Locations
- 1
Office Locations
About Zeniki Wealth
Zeniki Wealth is a Tampa, FL fee-only, commission-free RIA providing white-glove “Personal CFO” services for clients with complex needs—business owners, real estate investors, physicians/dentists, and high-net-worth families. The firm delivers financial planning, customized portfolio management, tax and risk planning, and trust/estate coordination, with support for both liquid and illiquid assets. Zeniki is committed to the Real Fiduciary Institute and includes CFA, CPA, and ABV professionals.
Team overview
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Client Personas
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Owner & Executives
Kyle Schlossman
President
- CRD
- #7819479
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,825,078 | -- |
| Non-Discretionary | $18,896,423 | -- |
| Total | $20,721,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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