RIA Intel›Advisers›Florida›ZENITH WEALTH MANAGEMENT LLC

ZENITH WEALTH MANAGEMENT LLC

Advisory

FL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in FL

#2,550

of 2,610 advisers by AUM

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$346K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$346K

Discretionary AUM$346K

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IA

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

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

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Advisers of similar size in FL

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

STEWART WEALTH MANAGEMENT LLC

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$350K

FORESIGHT FINANCIAL ADVISORY LLC

$350K

SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP

$340K

ACHILLES WEALTH MANAGEMENT, LLC

$353K

MAGNA VIS CAPITAL LLC

GAINESVILLE, FL

$353K

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