# Zappitelli Financial Services

Zappitelli Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** zappitelliwealthadvisors.com

## Regulatory record

- **CRD number:** 119711
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119711

## About

ZAPPITELLI FINANCIAL SERVICES is a state-registered investment adviser in CONCORD, OH. It is led by 1 employee. The firm is based in CONCORD, OH.

## Questions

### Who runs Zappitelli Financial Services?

No named principals have been publicly identified for Zappitelli Financial Services (public record). The firm does not appear to disclose leadership or investment professionals.

### What is the source of wealth for the Zappitelli family?

The origin of the Zappitelli family wealth that supports this office has not been publicly disclosed. Public records do not identify a specific business or industry (public record).

### Does Zappitelli Financial Services invest in specific asset classes?

No specific asset class preferences or investment strategies have been publicly associated with Zappitelli Financial Services (public record). The firm's allocation approach is unknown.

### Has Zappitelli Financial Services made any known investments or partnerships?

No confirmed investments, partnerships, or portfolio companies have been publicly linked to Zappitelli Financial Services (public record).

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- [Webster Wealth Advisors](https://altss.com/profile/webster-wealth-advisors-inc)
- [WH Cornerstone Investments](https://altss.com/profile/wh-cornerstone-investments-inc)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/zappitelli-financial-services

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