# ZEALTH PLANNING, LLC

ZEALTH PLANNING, LLC of ONTARIO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 336569
- Type: SEC-registered investment adviser
- Location: 3400 INLAND EMPIRE BLVD, ONTARIO, CA, 91764
- Phone: 855-269-3258
- Latest filing: 2026-02-06
- Clients: 2

## Business model

- Compensation: Fixed
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336569/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336569/similar
- Related entities: https://search.stillhousedata.com/firm/336569/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336569

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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.