Zt Wealth Advisory

Zt Wealth Advisory (CRD# 158972) is a financial advisory firm headquartered in Houston, TX. They manage $55,269,600 in 298 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $185,468
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Zt Wealth Advisory
Showing 1 - 10 of 11 top financial advisors.
1
Eddy R. Gomar
CRD#: 5265647
1535 West Loop South, Suite 450, Houston, TX 77027
96
Wealthminder
score

Eddy Gomar (CRD# 5265647) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 9 years of experience in the finance industry. Eddy Gomar 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.

2
Nuruddin Ali
CRD#: 5474768
1535 West Loop South, Suite 450, Houston, TX 77027
93
Wealthminder
score

Nuruddin Ali (CRD# 5474768) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 7 years of experience in the finance industry.

3
Kraig W. Killough
CRD#: 2463476
1535 West Loop South, Suite 450, Houston, TX 77027
93
Wealthminder
score

Kraig Killough (CRD# 2463476) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 22 years of experience in the finance industry.

4
James T. Mathis
CRD#: 1285473
Dallas, TX
93
Wealthminder
score

James Mathis (CRD# 1285473) is an Investment Advisor Representative working at Zt Wealth Advisory in Dallas, TX and has over 32 years of experience in the finance industry.

5
James R. Tindall
CRD#: 1214026
Shamrock, TX
93
Wealthminder
score

James Tindall (CRD# 1214026) is an Investment Advisor Representative working at Zt Wealth Advisory in Shamrock, TX and has over 33 years of experience in the finance industry.

6
Marianna G. Toudouze
CRD#: 1518326
1535 West Loop South, Suite 450, Houston, TX 77027
93
Wealthminder
score

Marianna Toudouze (CRD# 1518326) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 9 years of experience in the finance industry.

7
Michael A. Young
CRD#: 2408324
Dallas, TX
93
Wealthminder
score

Michael Young (CRD# 2408324) is an Investment Advisor Representative working at Zt Wealth Advisory in Dallas, TX and has over 23 years of experience in the finance industry.

8
Marques T. Cormier
CRD#: 5635889
1535 West Loop South, Suite 450, Houston, TX 77027
90
Wealthminder
score

Marques Cormier (CRD# 5635889) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 7 years of experience in the finance industry.

9
Syed Nazim Ali Kazmi
CRD#: 6634355
1535 West Loop South, Suite 450, Houston, TX 77027
87
Wealthminder
score

Syed Nazim Ali Kazmi (CRD# 6634355) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has 1 year of experience in the finance industry.

10
Taseer A. Badar
CRD#: 2704754
1535 West Loop South, Suite 450, Houston, TX 77027
73
Wealthminder
score

Taseer Badar (CRD# 2704754) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 20 years of experience in the finance industry.

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