# ZEN WEALTH ADVISORS, LLC

ZEN WEALTH ADVISORS, LLC of MARLBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 325679
- Type: SEC-registered investment adviser
- Location: 11 APEX DRIVE SUITE 300A, MARLBOROUGH, MA, 01752
- Phone: 508-719-0288
- Latest filing: 2025-02-26
- Regulatory AUM: $40.2M
- Discretionary AUM: $26.3M
- Non-discretionary AUM: $13.9M
- Clients: 1
- Accounts: 205

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325679/similar
- Related entities: https://search.stillhousedata.com/firm/325679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.