# ZEN WEALTH ADVISORS

ZEN WEALTH ADVISORS is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** zenwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/zen-wealth-advisors-llc

## Regulatory record

- **CRD number:** 325679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325679

## About

ZEN WEALTH ADVISORS, LLC is a state-registered investment adviser in MARLBOROUGH, MA. The firm manages $40 million in assets, $26 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the firm's investment philosophy?

The public-facing philosophy centers on goal-based, tax-aware investing within a comprehensive financial-planning framework. The firm stresses alignment of portfolio construction with each client's liquidity needs, legacy objectives, and risk tolerance, rather than pursuing benchmark-relative returns or institutional-style asset-allocation models.

### Who are the principals behind ZEN WEALTH ADVISORS?

The firm does not publicly name its founder or key investment decision-makers. This level of privacy is not unusual among specialized boutiques serving a small number of ultra-high-net-worth families, where client confidentiality extends to the principals' own professional visibility.

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Last updated: 2026-07-06T01:24:29.389Z

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