# ZH Wealth Management, LLC

> ZH Wealth Management, LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152819
- Filed as: ZH WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152819
- AdvisorCensus page: https://advisorcensus.com/firm/zh-wealth-management-llc-152819

## Quick answers

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

**Is ZH Wealth Management, LLC registered with the SEC or a state?**
ZH Wealth Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 152819.

**How much does ZH Wealth Management, LLC manage?**
ZH Wealth Management, LLC reports $11,914,199 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (72% discretionary).

**What types of clients does ZH Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (8).

**Does ZH Wealth Management, 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/152819

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,914,199
- Discretionary: $8,626,628
- Non-discretionary: $3,287,571

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,592,280 |
| High net worth individuals | 8 | $7,321,919 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. ZH Wealth Management, LLC (CRD 152819): Form ADV filing data as of October 2026.