AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Zenith Wealth Partners
Zenith Wealth Partners
Filed as ZENITH WEALTH PARTNERS · Legal name Zenith Solutions, Inc.
Zenith Wealth Partners is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Zenith Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Zenith Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Zenith Wealth Partners charge?
Its Form ADV Part 2A brochure dated May 27, 2026 states: Flat fee: $2,000 to $10,000 (Project-Based Financial Plan); Subscription: $300 to $1,000 a month (Ongoing Wealth Planning); Hourly rate: $250 an hour (services provided by a junior analyst); Hourly rate: $500 an hour (services provided by a Senior Director). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Zenith Wealth Partners located?
Zenith Wealth Partners' principal office is in Philadelphia, PA, according to its Form ADV.
Is Zenith Wealth Partners registered with the SEC or a state?
Zenith Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 304732.
How much does Zenith Wealth Partners manage?
Zenith Wealth Partners reports $150,966,524 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (93% discretionary).
How have Zenith Wealth Partners' assets and staff changed since 2024?
In the Form ADV data for Zenith Wealth Partners: Regulatory assets under management: $81,565,628 in the October 2024 data and $150,966,524 in the October 2026 data, up 85%. Total employees: 8 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Zenith Wealth Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (31); charitable organizations (24).
Which custodians does Zenith Wealth Partners use?
Zenith Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Zenith Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304732
What changed in Zenith Wealth Partners' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $102,123,947 to $150,966,524 (+48%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $2,000 to $10,000 (Project-Based Financial Plan)
The brochure's wording
Project-Based Financial Plan: $2,000 - $10,000 - this service collects fees from clients at the beginning of defined work.
Subscription: $300 to $1,000 a month (Ongoing Wealth Planning)
The brochure's wording
Ongoing Wealth Planning: Fees for this service are paid in advance and range from $300 to $1,000 per month.
Hourly rate: $250 an hour (services provided by a junior analyst)
The brochure's wording
$250 per hour for services provided by a junior analyst; $500 per hour for services provided by a Senior Director
Hourly rate: $500 an hour (services provided by a Senior Director)
The brochure's wording
$250 per hour for services provided by a junior analyst; $500 per hour for services provided by a Senior Director
As stated in the firm's Form ADV Part 2A brochure dated May 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$150,966,524 as of October 2026, filing dated September 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Zenith Solutions, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 11. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
17 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $150,966,524 | 11 | September 30, 2026 |
| October 2025 | $102,123,947 | 10 | June 17, 2025 |
| October 2024 | $81,565,628 | 8 | June 26, 2024 |
Regulatory assets under management: $81,565,628 in the October 2024 data and $150,966,524 in the October 2026 data, up 85%.
Total employees: 8 in October 2024 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $102,123,947 to $150,966,524 (+48%).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Zenith Wealth Partners (CRD 304732): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/zenith-wealth-partners-philadelphia-pa-304732