Z
$11.9M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-2010
- Office Locations
- 1
Office Locations
-- Healdsburg CA
About ZH Wealth Management, LLC
ZH Wealth Management, LLC is a Healdsburg-based RIA. The firm has been operating for 16 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Fidelity/NFS.
Team overview
46 AVG AGE
$11.9M AVG AUM / ADVISOR
$700.8K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
Z
ZACHARY PAUL HAGEN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4536481
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,626,628 | -- |
| Non-Discretionary | $3,287,571 | -- |
| Total | $11,914,199 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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