Bank / Wealth / TrustRIA · CRD 327128

Updated:

Zetlmaier Wealth Management

Zetlmaier Wealth Management is a registered investment advisor headquartered in Seattle, Washington. The firm provides investment advisory services, portfolio...

Zetlmaier Wealth Management logo

Zetlmaier Wealth Management

Zetlmaier Wealth Management is a registered investment advisor headquartered in Seattle, Washington. The firm provides investment advisory services, portfolio management, and financial planning to individual clients and high-net-worth families. Its domain, seattlefiduciary. The firm's service model centers on investment management and holistic financial planning. While specific asset-class allocations or named portfolio holdings are not publicly disclosed, its registration as an RIA implies a discretionary or non-discretionary advisory posture across traditional public-market securities, fixed-income instruments, and potentially alternative investments tailored to accredited investors. Team size, total assets under management, and the identities of the principals are not publicly documented. No operational events from the last 24 months have been publicly reported. Zetlmaier's structural differentiator lies in its explicit fiduciary positioning within the fragmented independent RIA landscape of the Pacific Northwest. Unlike broker-dealer-affiliated advisors who operate under a less stringent suitability standard, Zetlmaier markets a legal obligation to act in the client's best interest — a governance structure that appeals to wealth holders seeking an advice relationship insulated from product-distribution conflicts.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Seattle

Corporate office

Seattle, WA, United States

Frequently asked questions

Is Zetlmaier Wealth Management a fiduciary?

Yes. The firm's domain name, seattlefiduciary.net, and its registration as an investment advisor subject to the Investment Advisers Act of 1940 indicate a fiduciary duty to clients. This means Zetlmaier is legally required to place client interests ahead of its own in all advisory relationships, unlike broker-dealers who operate under the less stringent suitability standard.

What services does Zetlmaier Wealth Management offer?

According to public regulatory filings, the firm provides investment advisory services, portfolio management, investment management, and financial planning. Its client base includes both individuals and high-net-worth individuals, with an emphasis on discretionary and non-discretionary advice tailored to personal financial goals.

Profile maintained by 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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