RIA Intel›Advisers›Rhode Island›ZARATHUSTRA WEALTH MANAGEMENT

ZARATHUSTRA WEALTH MANAGEMENT

Advisory

PROVIDENCE, RI

Data as of Nov 18, 2024 · Source: SEC Form ADV

Average account

$150K

across 20 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 18, 2024.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

$3M

COGSWELL, JAMES D

$3M

RANDALL, PATRICK MATTHEW

$2M

TMFS-PROVIDENCE, LLC

$2M

MB FINANCIAL PLANNING LLC

$6M

COHESION CAPITAL LLC

$7M

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