Zt Wealth Advisory

Zt Wealth Advisory (CRD# 158972) is a financial advisory firm headquartered in Houston, TX. They manage $41,658,954 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $214,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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 - 8 of 8 top financial advisors.
1
James R. Tindall
CRD#: 1214026
Shamrock, TX
98
Wealthminder
score

James Tindall (CRD# 1214026) is an Investment Advisor Representative working at Zt Wealth Advisory in Shamrock, TX and has over 34 years of experience in the finance industry.

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 9 years of experience in the finance industry.

3
Marques T. Cormier
CRD#: 5635889
1535 West Loop South, Suite 450, Houston, TX 77027
93
Wealthminder
score

Marques Cormier (CRD# 5635889) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 9 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 11 years of experience in the finance industry.

6
Syed Nazim Ali Kazmi
CRD#: 6634355
1535 West Loop South, Suite 450, Houston, TX 77027
88
Wealthminder
score

Syed Nazim Ali Kazmi (CRD# 6634355) is an Investment Advisor Representative working at Zt Wealth Advisory in Houston, TX and has over 2 years of experience in the finance industry.

7
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 21 years of experience in the finance industry.

8
Rajesh M. Manghnani
CRD#: 2929164
641 Lexington Ave, 18th Floor, New York, NY 10022
73
Wealthminder
score

Rajesh Manghnani (CRD# 2929164) is an Investment Advisor Representative working at Zt Wealth Advisory in New York, NY and has over 12 years of experience in the finance industry.

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