Key facts
- ZENITH WEALTH ADVISORS is a other based in SCOTTSDALE, AZ.
- ZENITH WEALTH ADVISORS reports $19.9M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 318330- Regulatory AUM
- $19.9M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- SCOTTSDALE, AZ
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as VB&T WEALTH MANAGEMENT LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ZENITH WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ZENITH WEALTH ADVISORS's AUM?
- ZENITH WEALTH ADVISORS manages approximately $19.9M in assets.