ZESTINY WEALTH

ZESTINY WEALTH is an SEC-registered investment adviser (CRD 333528). Regulatory assets under management: $21.1M.

Registration

• CRD: 333528
• Type: Registered investment adviser
• Phone: 720-445-5507
• Latest filing: 2026-05-01
• Regulatory AUM: $21.1M
• Discretionary AUM: $21.1M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search