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ZEALTH PLANNING, LLC
ZEALTH PLANNING, LLC is a registered investment advisor (RIA) based in the United States.
ZEALTH PLANNING, LLC
ZEALTH PLANNING, LLC is a registered investment advisor (RIA) based in the United States. The firm offers financial planning and investment management services to individuals and families. Its founding date and the identities of its principals are not available in public records. The firm's strategy centers on personalized financial planning and portfolio management. It likely allocates client assets across traditional asset classes such as equities, fixed income, and cash equivalents. No specific portfolio companies or co-investment partners have been disclosed in public sources. ZEALTH PLANNING, LLC operates primarily within the United States. The total number of professionals and assets under management at ZEALTH PLANNING, LLC are not publicly disclosed. The firm does not maintain additional offices or affiliated philanthropic structures that are visible in public records. No recent operational events have been reported. ZEALTH PLANNING, LLC operates as a standard RIA, distinct from large multi-family offices or institutional allocators. Its structural differentiator is its registration as a fiduciary under the Investment Advisers Act of 1940, which imposes a legal obligation to act in clients' best interests.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Is ZEALTH PLANNING, LLC a single-family office or a multi-family office?
ZEALTH PLANNING, LLC is registered as a registered investment advisor (RIA), not a family office. Its public filings do not indicate a family office structure. The firm provides financial planning and investment management to clients, which may include families but is not exclusively dedicated to a single family.
What services does ZEALTH PLANNING, LLC offer?
Per its registration with the SEC, ZEALTH PLANNING, LLC offers financial planning and portfolio management. These services are typical of an RIA and are provided to individual and family clients.
How is ZEALTH PLANNING, LLC regulated?
ZEALTH PLANNING, LLC is registered with the U.S. Securities and Exchange Commission (SEC) as a registered investment advisor. This imposes fiduciary duties, regulatory reporting, and oversight under the Investment Advisers Act of 1940.
Does ZEALTH PLANNING, LLC disclose its assets under management?
No, ZEALTH PLANNING, LLC does not publicly disclose its assets under management. Its AUM is not available in public records or SEC filings as of the latest available data.
Who are the principals of ZEALTH PLANNING, LLC?
The names of the principals or key investment professionals at ZEALTH PLANNING, LLC are not publicly disclosed in available records. No information about its leadership team is available from public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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