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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$13.5MItem 5.F on the latest filing (2026-01-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$13.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

96

Individual clients

32

High net worth clients

17

CRD

331792

Filings on the tape

1

First filed

Jan 14, 2026

Latest filed

Jan 14, 2026

Organised

Other (specify), MI

Website

zoellnerwholefinancial.com

• Occurred

  Aug 2, 2024
  Team lift-out

  2 advisors left Nfsg Corporation (Boca Raton, FL) for Z Advisory Innovations on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3d75cbe-87d0-e261-26ee-a9802f64124d

First observed

Jan 14, 2026

Last observed

Jan 14, 2026 8 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.