DBA: ZENITH WEALTH PARTNERS
| Total AUM | $151.0M |
| Discretionary | $141.0M93% of AUM |
| Non-Discretionary | $10.0M |
| Client Accounts | 789 |
| Avg Account Size | $191K |
| Employees | 11 |
| Peak AUM | $151.0MMar 2026 |
| AUM CAGR |
Total AUM
$151M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +47.8% | +40.7% | — | |
| Discretionary AUM | $141M | ||||
| Total AUM | $151.0M |
| Discretionary | $141.0M |
| Employees | 11 |
| Client Accounts | 789 |
| Client Range | 101-250 |
Address
2400 MARKET ST.
PHILADELPHIA PA 19103
Phone
(484) 278-1559
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$141M
93.4% of AUM
Non-Discretionary
$10M
6.6% of AUM
Disc. mix ▼ 6.6pp vs 1 year ago
Custody
No related registrations reported
| +38.1% |
| +36.5% |
| — |
| Non-Disc. AUM | $10M | — | — | — |
| Total Accounts | 789 | +182.8% | +31.1% | — |
| Avg Account Size | $191,339.067 | 47.7% | +7.4% | — |
| Employees | 11 | +10.0% | +22.2% | — |
| AUM / Employee | $14M | +34.4% | +15.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $88M | +37.8% | +35.1% | — | |
| Institutional AUM | $63M | +64.6% | +50.1% | — | |
Client Count Segments | |||||
| HNW Clients | 267 | +14.6% | +20.3% | — | |
| Institutional | 27 | +42.1% | +33.9% | — | |
| Individuals | 31 | +19.2% | +47.1% | — | |