RIA Intel›Advisers›Arizona›ZENITH INVESTMENT MANAGEMENT, LLC

ZENITH INVESTMENT MANAGEMENT, LLC

Advisory

SCOTTSDALE, AZ

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in AZ

#302

of 387 advisers by AUM

Average account

$303K

across 272 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients102

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, CO, CT, MA

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

102 clients

29 high-net-worth

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

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