ZEN WEALTH ADVISORS, LLC

ZEN WEALTH ADVISORS, LLC of MARLBOROUGH, MA is an SEC-registered investment adviser (CRD 325679). Regulatory assets under management: $40.2M.

Registration

• CRD: 325679
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325679 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search