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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ZENITH WEALTH PARTNERS

ZENITH SOLUTIONS, INC., CRD 304732

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a381f4cf-cb91-1985-bcad-1118579eb8d9

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Feb 2, 2024 to May 27, 2026
11 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.58 fund_share=0.0 institutional_share=0.41 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $151MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $141M
Private client RAUM: $88.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 58%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $21.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 789
Individual clients: 267
High net worth clients: 31
Custody, client assets: $23.6M
SEC number: 801-129630
CRD: 304732
Filings on the tape: 11
First filed: Feb 2, 2024
Latest filed: May 27, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON MICHAEL RAY	n/a	PHILADELPHIA, PA	7	13	2	no
Chelsea Ransom-Cooper	Certified Financial Planner	Jersey City, NJ \| PHILADELPHIA, PA	3	11	1	no
Raeonna Aleumay Jefferson	n/a	PHILADELPHIA, PA \| Alexandria, VA	2	13	n/a	no
Fahmin Fardous	Certified Financial Planner	PHILADELPHIA, PA \| Parsippany, NJ	2	15	n/a	no
Andrew Tudor	Certified Financial Planner	Charlotte, NC \| PHILADELPHIA, PA	2	10	1	no
Jesse James Wideman	Certified Financial Planner	Charlotte, NC \| PHILADELPHIA, PA	1	10	2	no
Nina C Milligan	Certified Financial Planner	PHILADELPHIA, PA \| Chicago, IL	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Ransom-Cooper, Chelsea	Shareholder	C	yes	01/2021	Feb 2, 2024	Jun 26, 2024
Ray, James	Shareholder	C	yes	05/2019	Feb 2, 2024	Jun 26, 2024
RAY, JASON, M	ELECTED MANAGER, SHAREHOLDER, CCO, CEO	C	yes	05/2019	Feb 2, 2024	Jun 26, 2024
Shah, Partheev	Shareholder	B	yes	06/2022	Feb 2, 2024	Jun 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$151M	$141M	11	9	0	n/a	n/a
2024	Mar 28, 2025	$102M	$102M	8	6	5	n/a	n/a
2023	Mar 28, 2024	$81.6M	$81.6M	7	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$151M	$102M	47.8%	n/a	n/a	11	8	0	5

Relationships

Registered with (9)

← Nina C MilliganAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← Jesse James WidemanAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← Andrew TudorAdvisorregistration: current employment
Apr 26, 2024 to presentfactForm ADV
← Fahmin FardousAdvisorregistration: current employment
Mar 7, 2024 to presentfactForm ADV
← Raeonna Aleumay JeffersonAdvisorregistration: current employment
Feb 28, 2024 to presentfactForm ADV
← Chelsea Ransom-CooperAdvisorregistration: current employment
Nov 14, 2022 to presentfactForm ADV
← JASON MICHAEL RAYAdvisorregistration: current employment
Jul 30, 2019 to presentfactForm ADV
← Marcus T ColemanAdvisorregistration: previous registration
Apr 6, 2023 to Jan 31, 2024factForm ADV
← ALLISON MASOERO HERSHEYAdvisorregistration: previous registration
May 25, 2022 to Dec 15, 2022factForm ADV

Controls (4)

← RAY, JASON, MOwnerELECTED MANAGER, SHAREHOLDER, CCO, CEO, ownership code C, individual
Feb 2, 2024 to Jun 26, 2024factForm ADV
← Ransom-Cooper, ChelseaOwnerSHAREHOLDER, ownership code C, individual
Feb 2, 2024 to Jun 26, 2024factForm ADV
← Ray, JamesOwnerSHAREHOLDER, ownership code C, individual
Feb 2, 2024 to Jun 26, 2024factForm ADV
← Shah, PartheevOwnerSHAREHOLDER, ownership code B, individual
Feb 2, 2024 to Jun 26, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 2, 2024
First Form ADV filing
Zenith Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago
Occurred
Jan 31, 2024
Advisor changed firm
Marcus T Coleman left Zenith Wealth Partners for Edward Jones (registered 2024-06-04)
Form ADVobserved 3 days ago
Occurred
Dec 15, 2022
Advisor changed firm
Allison Masoero Hershey left Zenith Wealth Partners for Ellevest (registered 2023-06-22)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Nov 12, 2025
Zenith Wealth Partners reported 0 offices beyond its principal office, down from 5 (2025-06-17 to 2025-11-12)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a381f4cf-cb91-1985-bcad-1118579eb8d9
First observed: Feb 2, 2024
Last observed: May 27, 2026 3 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.

ZENITH WEALTH PARTNERS

ZENITH SOLUTIONS, INC., CRD 304732

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a381f4cf-cb91-1985-bcad-1118579eb8d9

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON MICHAEL RAY

n/a

PHILADELPHIA, PA

Chelsea Ransom-Cooper

Certified Financial Planner

Jersey City, NJ | PHILADELPHIA, PA

Raeonna Aleumay Jefferson

n/a

PHILADELPHIA, PA | Alexandria, VA

n/a

Fahmin Fardous

Certified Financial Planner

PHILADELPHIA, PA | Parsippany, NJ

n/a

Andrew Tudor

Certified Financial Planner

Charlotte, NC | PHILADELPHIA, PA

Jesse James Wideman

Certified Financial Planner

Charlotte, NC | PHILADELPHIA, PA

Nina C Milligan

Certified Financial Planner

PHILADELPHIA, PA | Chicago, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Ransom-Cooper, Chelsea

Shareholder

yes

01/2021

Feb 2, 2024

Jun 26, 2024

Ray, James

Shareholder

yes

05/2019

Feb 2, 2024

Jun 26, 2024

RAY, JASON, M

ELECTED MANAGER, SHAREHOLDER, CCO, CEO

yes

05/2019

Feb 2, 2024

Jun 26, 2024

Shah, Partheev

Shareholder

yes

06/2022

Feb 2, 2024

Jun 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$151M

$141M

n/a

2024

Mar 28, 2025

$102M

n/a

2023

Mar 28, 2024

$81.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$151M

$102M

47.8%

n/a