# Zenith Wealth Partners > 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. - CRD: 304732 - Filed as: ZENITH WEALTH PARTNERS - Legal name: Zenith Solutions, Inc. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Philadelphia, PA - Filing period: October 2026 - Form ADV filing dated: September 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304732 - AdvisorCensus page: https://advisorcensus.com/firm/zenith-wealth-partners-philadelphia-pa-304732 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026) - Flat fee: $2,000 to $10,000 (Project-Based Financial Plan) > Project-Based Financial Plan: $2,000 - $10,000 - this service collects fees from clients at the beginning of deļ¬ned work. - Subscription: $300 to $1,000 a month (Ongoing Wealth Planning) > 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) > $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) > $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 brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Altruist Financial LLC - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $150,966,524 - Discretionary: $141,005,571 - Non-discretionary: $9,960,953 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 267 | $32,467,372 | | High net worth individuals | 31 | $55,829,635 | | Charitable organizations | 24 | $61,585,763 | | Corporations or other businesses not listed above | 3 | $1,083,754 | ### 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 ### Firm details - Registered since: 2024 (2 years) - Employees: 11 total, 9 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, TX, VA, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - networthzenith.com - Facebook @NetWorthZenith - Instagram @networthzenith - LinkedIn @networthzenith - YouTube @ZenithWealthPartners ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2024 | $81,565,628 | 8 | June 26, 2024 | | October 2025 | $102,123,947 | 10 | June 17, 2025 | | October 2026 | $150,966,524 | 11 | September 30, 2026 | 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. ## 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). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zenith Wealth Partners (CRD 304732): Form ADV filing data as of October 2026.