# Zelus Wealth Management

> Zelus Wealth Management is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 311028
- Filed as: ZELUS WEALTH MANAGEMENT
- Legal name: Zelus Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311028
- AdvisorCensus page: https://advisorcensus.com/firm/zelus-wealth-management-311028

## Quick answers

**How is Zelus Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Zelus Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Zelus Wealth Management registered with the SEC or a state?**
Zelus Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311028.

**How much does Zelus Wealth Management manage?**
Zelus Wealth Management reports $2,000,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Zelus Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Zelus Wealth Management 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/311028

## 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: $2,000,000
- Discretionary: $2,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $2,000,000 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OK, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zeluswealth.com
- Facebook @ZelusWealth
- LinkedIn @zeluswealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zelus Wealth Management (CRD 311028): Form ADV filing data as of October 2026.