# Zen Wealth Advisors, LLC

> Zen Wealth Advisors, LLC is a state-registered investment advisory firm in Marlborough, MA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 325679
- Filed as: ZEN WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Marlborough, MA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325679
- AdvisorCensus page: https://advisorcensus.com/firm/zen-wealth-advisors-llc-marlborough-ma-325679

## Quick answers

**How is Zen Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zen Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Zen Wealth Advisors, LLC located?**
Zen Wealth Advisors, LLC's principal office is in Marlborough, MA, according to its Form ADV.

**Is Zen Wealth Advisors, LLC registered with the SEC or a state?**
Zen Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325679.

**How much does Zen Wealth Advisors, LLC manage?**
Zen Wealth Advisors, LLC reports $40,175,812 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (65% discretionary).

**What types of clients does Zen Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Zen Wealth Advisors, LLC 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/325679

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $40,175,812
- Discretionary: $26,305,378
- Non-discretionary: $13,870,434

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $4,532,869 |
| High net worth individuals | 28 | $21,772,509 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $13,870,434 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zen Wealth Advisors, LLC (CRD 325679): Form ADV filing data as of October 2026.