|
⚲
|
| Keyboard |
| Zenith Solutions Inc
✚
|
|
|---|---|
| CRD # | 304732 |
| SEC # | 801-129630 |
| CIK # | 0001948435 |
| AUM | 151.0 M (2026-05-27) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 484-278-1559 |
| Address | 2400 Market St Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 32.5 |
| (b) Individuals (high net worth individuals) | 31 | 55.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 24 | 61.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 151.0 |
| By Discretionary | ||
| Discretionary | 778 | 141.0 |
| Non-Discretionary | 11 | 10.0 |
| Total | 789 | 151.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.0 | |
| Total | 789 | 151.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001948435] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
LCR Wealth Management LLC
✚
|
CT | 151.8 M |
|
Twin City Private Wealth LLC
✚
|
NC | 151.3 M |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 151.0 M |
|
Cascade Financial Strategies LLC
✚
|
OR | 150.9 M |
|
Poulos Advisors Inc
✚
|
VT | 150.4 M |
|
Optima Capital Management LLC
✚
|
AZ | 150.3 M |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 150.2 M |
|
MZ Capital Management LLC
✚
|
150.1 M | |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 149.9 M |
|
Legacy Capital Management Limited Liability Company
✚
|
CA | 149.8 M |