PHILADELPHIA, PACRD 304732Latest ADV March 17, 2026
Zenith Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 17, 2026, reports $151M in regulatory assets under management, 11 employees, and 789 accounts.
Assets Under Management
$151M
Employees
11
Offices
--
Total Clients
325
Primary office
PHILADELPHIA, PA
2400 MARKET ST., SUITE 216, PHILADELPHIA, PA, United States
Top client segmentIndividuals represent 82.2% of total clients.
Top client categories% of clientsClients
1
Individuals
82.2%
267
2
HNWI
9.5%
31
3
Charitable
7.4%
24
4
Corporations
0.9%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 17, 2026
Discretionary93.4%
$141M
93% of total RAUM93.4%
Non-discretionary6.6%
$10M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts789
10Y AUM Change+$69M (+85.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee30:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.