Zenith Wealth Partners

Zenith Wealth Partners (CRD# 304732) is a financial advisory firm headquartered in Philadelphia, PA. They manage $81,565,628 in 218 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
2400 Market Street, Suite 216, Philadelphia, PA 19103
https://www.instagram.com/networthzenith/
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $374,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WA

Financial Advisors at Zenith Wealth Partners
Showing 1 - 6 of 6 top financial advisors.
1
Chelsea Ransom-Cooper, financial advisor Philadelphia PA
Chelsea Ransom-Cooper
CRD#: 6978109
2400 Market Street Offsite 2nd Floor,, C/o Zenith Solutions, Philadelphia, PA 19103

Chelsea Ransom-Cooper (CRD# 6978109) is an Investment Advisor Representative working at Zenith Wealth Partners in Philadelphia, PA and has over 5 years of experience in the finance industry.

2
Jason Ray, financial advisor Philadelphia PA
Jason M. Ray
CRD#: 6204562
2400 Market Street, Suite 216, Philadelphia, PA 19103

Jason Ray (CRD# 6204562) is an Investment Advisor Representative working at Zenith Wealth Partners in Philadelphia, PA and has over 10 years of experience in the finance industry.

3
Adrienne Davis, financial advisor Oxon Hill MD
Adrienne N. Davis
CRD#: 7271420
Oxon Hill, MD

Adrienne Davis (CRD# 7271420) is an Investment Advisor Representative working at Zenith Wealth Partners in Oxon Hill, MD and has over 3 years of experience in the finance industry.

4
Fahmin Fardous, financial advisor Philadelphia PA
Fahmin Fardous
CRD#: 7555393
2400 Market Street, Suite 216, Philadelphia, PA 19103

Fahmin Fardous (CRD# 7555393) is an Investment Advisor Representative working at Zenith Wealth Partners in Philadelphia, PA and has 1 year of experience in the finance industry.

5
Raeonna Jefferson, financial advisor Bronx NY
Raeonna A. Jefferson
CRD#: 7682625
Bronx, NY

Raeonna Jefferson (CRD# 7682625) is an Investment Advisor Representative working at Zenith Wealth Partners in Bronx, NY and has 1 year of experience in the finance industry.

6
Andrew Tudor, financial advisor Charlotte NC
Andrew Tudor
CRD#: 6648746
Charlotte, NC

Andrew Tudor (CRD# 6648746) is an Investment Advisor Representative working at Zenith Wealth Partners in Charlotte, NC and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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