CRD: 327128
Zetlmaier Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Voya Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2024
- Office Locations
- 1
Office Locations
About Zetlmaier Wealth Management LLC
Zetlmaier Wealth Management LLC is a Seattle-based, Washington-registered RIA serving clients nationwide with investment management and holistic financial planning, including retirement and estate strategies and insurance guidance. Portfolios emphasize diversification and Modern Portfolio Theory. Founder Jon Zetlmaier, CFP®, AIF®, works directly with clients as an independent fiduciary. Fees are transparent and capped at $10,000 per household.
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Client Personas
Investment Themes
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Owner & Executives
JONATHON PAUL ZETLMAIER
Owner
- CRD
- #2945086
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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