Zest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 30, 2026, reports $91M in regulatory assets under management, 3 employees, and 8 accounts.
Assets Under Management
$91M
Employees
3
Offices
--
Total Clients
8
Primary office
MIAMI, FL
1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
4
2
HNWI
25.0%
2
3
Pooled Investment Vehicles
25.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of March 30, 2026
Discretionary89.4%
$81M
89% of total RAUM89.4%
Non-discretionary10.6%
$10M
11% of total RAUM10.6%
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$91M
Total Accounts8
10Y AUM Change+$91M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee3:1
10Y Employee Change+1 (+50.0%)
* 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.