CRD: 318330
Zenith Wealth Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Zenith Wealth Advisors
Zenith Wealth Advisors is a Scottsdale, AZ wealth management firm delivering personalized portfolio strategy and financial planning for families, business owners, and entrepreneurs. The team pairs modern, goal-based investment strategies with practical solutions like cash management and securities-based lending, with a relationship-first approach led by CEO Dan Thompson. Custodied primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jenifer Warnhoff
Chief Compliance Officer, Managing Director, RELATIONSHIP MANAGER
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Parker Foltz
--
- CRD
- #6469249
Nicolas Alexandre Moise
--
- CRD
- #7529082
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,331,005 | $1,045,640 |
| Non-Discretionary | $0 | -- |
| Total | $328,331,005 | $1,045,640 |
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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 |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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