Updated:
ZEALTH PLANNING, LLC
Zealth Planning, LLC is an SEC-registered investment adviser in Ontario, CA. It has 2 employees and 1 investment adviser. The firm is based in Ontario, CA.
ZEALTH PLANNING, LLC
Zealth Planning, LLC is an SEC-registered investment adviser in Ontario, CA. It has 2 employees and 1 investment adviser. The firm is based in Ontario, CA.
General information
Firm type
RIA
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: