# Zestiny Wealth

> Zestiny Wealth is a state-registered investment advisory firm in Denver, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 333528
- Filed as: ZESTINY WEALTH
- Legal name: Zestiny Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333528
- AdvisorCensus page: https://advisorcensus.com/firm/zestiny-wealth-denver-co-333528

## Quick answers

**How is Zestiny Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Zestiny Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Zestiny Wealth located?**
Zestiny Wealth's principal office is in Denver, CO, according to its Form ADV.

**Is Zestiny Wealth registered with the SEC or a state?**
Zestiny Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333528.

**How much does Zestiny Wealth manage?**
Zestiny Wealth reports $21,097,094 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Zestiny Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (5).

**Does Zestiny Wealth 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/333528

**What changed in Zestiny Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,097,094
- Discretionary: $21,097,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,880,581 |
| High net worth individuals | 5 | $16,216,513 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zestinywealth.com
- Facebook @zestiny.wealth
- Instagram @zestinywealth
- LinkedIn @zestiny-wealth
- LinkedIn @allyecklund
- Pinterest @ZestinyWealth

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zestiny Wealth (CRD 333528): Form ADV filing data as of October 2026.