DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Zemenick & Walker Inc
Latest filing Mar 11, 2026
First filing on the tape Mar 15, 2012 · 17 filings
SEC status approved since Jun 3, 1998
RAUM
$2.6B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
95%
$2.5B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$329M
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.6B as of Mar 11, 2026
Mar 15, 2012$1.2B then
HNW client RAUM$2.5B as of Mar 11, 2026
Mar 27, 2018$1.5B then
State-registered IARs (5.B.3)8 as of Mar 11, 2026
Mar 15, 20120 then
Employees (5.A)11 as of Mar 11, 2026
Mar 27, 201310 then
Private funds: no history
RAUM +8.3% over the last fiscal year+10% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $329MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $10.9MderivedHNW RAUM over HNW clients
- Average account
- $9.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 4.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Custody
- $1.7B, 246 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.5B95%
- Charitable organizations$94.0M3.6%
- Pension and profit-sharing plans$28.8M1.1%
- Individuals$19.8M0.8%
- Individual clients
- 35reported
- HNW clients
- 229reported
- Pension plan clients
- 3reported
- Charitable clients
- 4reported
- Accounts
- 271reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 246 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Michael JohnsonCertified Financial Planner | St Louis, Mo | May 13, 1999 | 27 y | 0 |
| Chris Gerard GriesedieckCertified Financial Planner | St Louis, Mo | May 13, 1999 | 27 y | 0 |
| William Carl StudeCertified Financial Planner | St Louis, Mo | Feb 22, 2002 | 27 y | 0 |
| Bryan Leon SchulzCertified Financial Planner | St Louis, Mo | Dec 3, 2007 | 25 y | 0 |
| Jonathan A BestCertified Financial Planner | St Louis, Mo | Dec 3, 2007 | 24 y | 0 |
| Krystal Marie HillCertified Financial Planner | St Louis, Mo | Jul 27, 2012 | 14 y | 0 |
| Joseph Paul BonastiaCertified Financial Planner | St Louis, Mo | Jan 17, 2017 | 10 y | 0 |
| Alex Brian DirksenCertified Financial Planner | St Louis, Mo | Jan 27, 2023 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Brandon Reed to Mitchell Capital Management CoJun 1, 2016 · Other
- Nicholas Adam Decenso to Crestone Asset Management LLCJan 21, 2010 · Other
- Bradley Alan Keene to LPL Financial LLCSep 6, 2002 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A Jonathan Best · Vice Presidentcontrolsince 01/2016 · owns 10% to 25%
- Gerard Chris Griesedieck · Chairman & Managing Directorcontrolsince 01/2005 · owns 10% to 25%
- Michael John Johnson · President, Managing Director & Chief Compliance Officercontrolsince 01/2005 · owns 10% to 25%
- Leon Bryan Schulz · Vice Presidentcontrolsince 01/2016 · owns 10% to 25%
- Carl William Stude · Executive Vice President & Managing Directorcontrolsince 01/2005 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 11, 2026discretionary share of RAUM of 0% against a peer median of 99% (1360 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,360) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 256 to 271Mar 25, 2025 to Mar 11, 2026
- HNW clients · 218 to 229Mar 25, 2025 to Mar 11, 2026
- Individual clients · 31 to 35Mar 25, 2025 to Mar 11, 2026
- Assets in custody · $1.5B to $1.7BMar 25, 2025 to Mar 11, 2026
- HNW RAUM · $2.3B to $2.5BMar 25, 2025 to Mar 11, 2026
- Individual RAUM · $18.2M to $19.8MMar 25, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $2.4B to $2.6BMar 25, 2025 to Mar 11, 2026
- Pension RAUM · $25.1M to $28.8MMar 25, 2025 to Mar 11, 2026
- RAUM · $2.4B to $2.6BMar 25, 2025 to Mar 11, 2026
- Accounts · 245 to 256Oct 24, 2024 to Mar 25, 2025
- HNW clients · 204 to 218Oct 24, 2024 to Mar 25, 2025
- Individual clients · 35 to 31Oct 24, 2024 to Mar 25, 2025
- Pension plan clients · 2 to 3Oct 24, 2024 to Mar 25, 2025
- Assets in custody · $1.3B to $1.5BOct 24, 2024 to Mar 25, 2025
- Financial planning clients · unset to Oct 24, 2024 to Mar 25, 2025
- HNW RAUM · $2.1B to $2.3BOct 24, 2024 to Mar 25, 2025
- Individual RAUM · $20.4M to $18.2MOct 24, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $2.2B to $2.4BOct 24, 2024 to Mar 25, 2025
- Pension RAUM · $18.3M to $25.1MOct 24, 2024 to Mar 25, 2025
- RAUM · $2.2B to $2.4BOct 24, 2024 to Mar 25, 2025
- Accounts · 231 to 245Mar 21, 2023 to Mar 18, 2024
- HNW clients · 187 to 204Mar 21, 2023 to Mar 18, 2024
- Individual clients · 38 to 35Mar 21, 2023 to Mar 18, 2024
- Assets in custody · $1.1B to $1.3BMar 21, 2023 to Mar 18, 2024
- HNW RAUM · $1.9B to $2.1BMar 21, 2023 to Mar 18, 2024
- Individual RAUM · $26.0M to $20.4MMar 21, 2023 to Mar 18, 2024
- Non-discretionary RAUM · $2.0B to $2.2BMar 21, 2023 to Mar 18, 2024
- Pension RAUM · $15.4M to $18.3MMar 21, 2023 to Mar 18, 2024
- RAUM · $2.0B to $2.2BMar 21, 2023 to Mar 18, 2024
- Accounts · 237 to 231Mar 15, 2022 to Mar 21, 2023
- Advisory employees · 7 to 8Mar 15, 2022 to Mar 21, 2023
- Charity clients · 5 to 4Mar 15, 2022 to Mar 21, 2023
- HNW clients · 184 to 187Mar 15, 2022 to Mar 21, 2023
- Individual clients · 32 to 38Mar 15, 2022 to Mar 21, 2023
- Assets in custody · $1.5B to $1.1BMar 15, 2022 to Mar 21, 2023
- Employees · 10 to 11Mar 15, 2022 to Mar 21, 2023
- State-registered IARs · 7 to 8Mar 15, 2022 to Mar 21, 2023
- HNW RAUM · $2.1B to $1.9BMar 15, 2022 to Mar 21, 2023
- Individual RAUM · $33.8M to $26.0MMar 15, 2022 to Mar 21, 2023
- Non-discretionary RAUM · $2.6B to $2.0BMar 15, 2022 to Mar 21, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 314-862-5525reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- ZANDW.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-862-5525reportedpublic record, Form ADV, Mar 11, 2026
- Contact form
- zandw.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- zandw.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $329Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026