Zh Wealth Management, LLC

Zh Wealth Management, LLC (CRD# 152819) is a financial advisory firm headquartered in , . They manage $8,779,848 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $182,914
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Zh Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Zachary Hagen, financial advisor Healdsburg CA
Zachary P. Hagen
CRD#: 4536481
Healdsburg, CA

Zachary Hagen (CRD# 4536481) is an Investment Advisor Representative working at Zh Wealth Management, LLC in Healdsburg, CA and has over 21 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals