ZARATHUSTRA WEALTH MANAGEMENT

ZARATHUSTRA WEALTH MANAGEMENT of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 330510). Regulatory assets under management: $3.0M.

Registration

• CRD: 330510
• Type: Registered investment adviser
• Location: 166 VALLEY STREET, BUILDING 6M, PROVIDENCE, RI, 02909
• Phone: 401-529-7971
• Latest filing: 2024-11-18
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330510 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search