RIA Intel›Advisers›Massachusetts›ZEN WEALTH ADVISORS, LLC

ZEN WEALTH ADVISORS, LLC

Advisory

MARLBOROUGH, MA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in MA
#1,208
of 1,590 advisers by AUM
Average account
$196K
across 205 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$40M
Discretionary %
65.5%
Clients
61
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$40M
Discretionary AUM$26M
Non-Discretionary AUM$14M
Discretionary %65.5%
Total Clients61
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

MCCURDY & ANDREW INVESTMENTS, LLC
STURBRIDGE, MA
$40M
SW PRIVATE WEALTH, LLC
NEEDHAM, MA
$40M
PARKMOUNT FINANCIAL PARTNERS LLC
SCITUATE, MA
$40M
LONGMEADOW INVESTMENT ADVISORS LLC
LONGMEADOW, MA
$40M
-2.4% 1Y
CONSTITUTION RESEARCH & MANAGEMENT INC
BOSTON, MA
$40M
-19.5% 1Y
GL CAPITAL PARTNERS, LLC
WALTHAM, MA
$41M

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