{
  "crd_number": 342542,
  "slug": "allzen-wealth-and-financial-services-houston-tx-342542",
  "primary_business_name": "ALLZEN WEALTH AND FINANCIAL SERVICES",
  "legal_name": "ALLZEN WEALTH AND FINANCIAL SERVICES LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-09-22",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://allzenwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342542",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/allzen-wealth-and-financial-services-houston-tx-342542",
  "display_name": "Allzen Wealth and Financial Services",
  "summary": "Allzen Wealth and Financial Services is a state-registered investment advisory firm in Houston, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Allzen Wealth and Financial Services (CRD 342542): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Allzen Wealth and Financial Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Allzen Wealth and Financial Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Allzen Wealth and Financial Services located?",
      "a": "Allzen Wealth and Financial Services' principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Allzen Wealth and Financial Services registered with the SEC or a state?",
      "a": "Allzen Wealth and Financial Services is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342542."
    },
    {
      "q": "How much does Allzen Wealth and Financial Services manage?",
      "a": "Allzen Wealth and Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated August 19, 2026."
    },
    {
      "q": "Does Allzen Wealth and Financial Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342542"
    },
    {
      "q": "What changed in Allzen Wealth and Financial Services' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Newly registered with a state securities regulator."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Newly registered with a state securities regulator."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/allzen-wealth-and-financial-services-houston-tx-342542.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342542",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}