# Zenith Wealth Partners

Zenith Wealth Partners is a Multi Family Office based in Philadelphia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** zenithwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/networthzenith

## Regulatory record

- **CRD number:** 304732
- **SEC file number:** 801-129630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304732

## About

Zenith Wealth Partners is an SEC-registered investment adviser in Philadelphia, PA, registered since 2024. The firm manages $151 million in assets, with $141 million on a discretionary basis. It has 11 employees and 9 investment advisers.

## Sectors

- Financial Services

## People

- Jason Ray — Co-Founder & Chief Investment Officer
- Curtis Brown — Co-Founder & Chief Executive Officer

## Questions

### Who runs investment decisions at Zenith Wealth Partners?

Jason Ray, Co-Founder and Chief Investment Officer, leads portfolio strategy and investment decisions at Zenith. He and CEO Curtis Brown share responsibility for client relationships and firm direction. Ray's background includes institutional consulting work prior to launching Zenith, giving the firm its endowment-style DNA.

### How does Zenith source investment opportunities for clients?

Zenith sources investments through its internal research and due diligence process, drawing on the institutional relationships its founders built during their consulting careers. The firm does not rely on a broker-dealer platform or external model portfolios. For private markets, Zenith evaluates and selects individual fund managers across venture capital, private equity, and private credit.

### Does Zenith run its own investment funds or only allocate to third-party managers?

Zenith primarily allocates client capital to third-party managers across public and private markets. It does not operate proprietary commingled hedge funds or private equity funds. The firm's proprietary work is in portfolio construction — direct indexing, factor tilts, and tax optimization — executed through separately managed accounts.

### Does Zenith integrate ESG or impact considerations into portfolios?

Yes. Zenith treats environmental, social, and governance factors as a default portfolio lens, not a separate product line. Clients can opt into values-aligned strategies that reflect specific exclusions or thematic tilts. The firm's approach is integrated into asset allocation and manager selection rather than added as an overlay.

### What is Zenith's posture on co-investing alongside external managers?

As of mid-2026, Zenith has not publicly signaled an active co-investment program. The firm focuses on fund commitments in private markets rather than direct co-investing. Its client base and scale — with AUM crossing $100 million in late 2023 — are better suited to fund selection than leading direct deals.

## Related profiles

- [Zenith Wealth Advisors](https://altss.com/profile/zenith-wealth-advisors)
- [Zenkyoren](https://altss.com/profile/zenkyoren)

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

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