This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$328MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$328M

Private client RAUM

$270MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$82.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

314

Individual clients

33

High net worth clients

52

Custody, client assets

$68.0M

SEC number

801-123228

CRD

318330

Filings on the tape

15

First filed

Jan 13, 2022

Latest filed

Mar 4, 2026

Organised

Limited Liability Company, AZ

• Occurred

  Jan 23, 2026
  Advisor changed firm

  Andres E Roodveldt left Zenith Wealth Advisors for Ensign Advisory Partners Llc (registered 2026-03-24)

  Form ADVobserved 4 days ago
• Occurred

  Jan 13, 2022
  First Form ADV filing

  Vb&T Organizational Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:41199664-32ce-40bb-626d-74437fc5cc5c

First observed

Jan 13, 2022

Last observed

Mar 4, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.