ZH WEALTH MANAGEMENT, LLC

ZH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 152819). Regulatory assets under management: $11.9M.

Registration

• CRD: 152819
• Type: Registered investment adviser
• Phone: 949-842-3944
• Latest filing: 2026-03-31
• Regulatory AUM: $11.9M
• Discretionary AUM: $8.6M
• Non-discretionary AUM: $3.3M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search