# Allzen Wealth and Financial Services

> 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.

- CRD: 342542
- Filed as: ALLZEN WEALTH AND FINANCIAL SERVICES
- Legal name: Allzen Wealth and Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342542
- AdvisorCensus page: https://advisorcensus.com/firm/allzen-wealth-and-financial-services-houston-tx-342542

## Quick answers

**How is Allzen Wealth and Financial Services compensated?**
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).

**Where is Allzen Wealth and Financial Services located?**
Allzen Wealth and Financial Services' principal office is in Houston, TX, according to its Form ADV.

**Is Allzen Wealth and Financial Services registered with the SEC or a state?**
Allzen Wealth and Financial Services is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342542.

**How much does Allzen Wealth and Financial Services manage?**
Allzen Wealth and Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated August 19, 2026.

**Does Allzen Wealth and Financial Services report any disciplinary disclosures?**
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

**What changed in Allzen Wealth and Financial Services' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allzenwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allzen Wealth and Financial Services (CRD 342542): Form ADV filing data as of October 2026.