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
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 33 years of experience in the finance industry.

2
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 10 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.

3
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 8 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
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 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 10 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 8 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 21 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.