$346.3K Total AUM
$346.3K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
-- Orlando FL
About Zenith Wealth Management
Zenith Wealth Management LLC is an independent RIA in Orlando, FL focused on retirement planning for individuals and families, pairing financial planning and portfolio management with a simple, transparent fee structure and close client relationships. Reported portfolios are primarily ETF-based, with custody that includes Charles Schwab & Co.
Team overview
26 AVG AGE
$346.3K AVG AUM / ADVISOR
$57.7K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
TIMOTHY JAMES MORRIS
Chief Compliance Officer, Financial Analyst II, Managing Member
- CRD
- #7262046
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $346,310 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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