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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2019
- Office Locations
- 6
Office Locations
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only, fiduciary RIA providing comprehensive wealth planning and investment management for clients nationwide. Based in Philadelphia with offices in New York, Boston, Washington, DC, and Charlotte, the team builds collaborative, tailored plans across retirement, tax, and 401(k) decisions. Not product-limited, they custody on platforms such as Schwab and Altruist and can bill ongoing planning via AdvicePay.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Chelsea Ransom-Cooper
Director
- CRD
- #6978109
- Ownership
- 25% but less than 50%
James Ray
Financial Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Fahmin Fardous
Financial Planner
- CRD
- #7555393
Raeonna Aleumay Jefferson
Associate
- CRD
- #7682625
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,005,571 | $181,241 |
| Non-Discretionary | $9,960,953 | $905,541 |
| Total | $150,966,524 | $191,339 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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