Zh Wealth Management, LLC
Zh Wealth Management, LLC (CRD# 152819) is a financial advisory firm headquartered in , . They manage $4,200,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$155,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 15 years of experience in the finance industry. Zachary Hagen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.