Wealth manager, independent · Philadelphia, PA
Zenith Wealth Partners
Zenith Solutions, Inc. · SEC-registered investment adviser · CRD 304732 · SEC 801-129630
At a glance
Zenith Wealth Partners is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $151 million in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is charitable organizations, and it reports 298 individual clients. By Form ADV it is a wealth manager, ranked 6,856th of 8,915 wealth managers and 13,652nd of 17,210 SEC-registered advisers by assets.
Main office 484-278-1559networthzenith.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $151M
- Rank among wealth managers
- #6,856 of 8,915
- Rank among all SEC RIAs
- #13,652 of 17,210
- Rank in Pennsylvania
- #485 of 564
- Individual clients
- 298
- High-net-worth clients
- 31
- Accounts
- 789
- Discretionary
- 93% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Jason M. RayPresident & Chief Investment Officer
- James RayShareholder
- Chelsea Ransom-CooperChief Financial Planning Officer
- Partheev ShahChief Operating Officer & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 24 | $62M | 41% |
| High-net-worth individuals | 31 | $56M | 37% |
| Individuals | 267 | $32M | 22% |
| Corporations or other businesses | 3 | $1M | <1% |
Disciplinary disclosures
Zenith Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗networthzenith.com ↗
AtlasMembers
The full record on Zenith Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,398 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Zenith Wealth Partners manage?
Zenith Wealth Partners reports $151 million in regulatory assets under management across 789 accounts, 93% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Zenith Wealth Partners?
Zenith Wealth Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Zenith Wealth Partners’s clients?
By assets, its largest client types are charitable organizations ($62 million, 24 clients); high-net-worth individuals ($56 million, 31 clients); individuals ($32 million, 267 clients).
Does Zenith Wealth Partners have any disciplinary history?
Zenith Wealth Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Zenith Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →