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
Zenith Wealth Partners
Legal name Zenith Solutions, Inc.
Latest filing May 27, 2026
First filing on the tape Feb 2, 2024 · 11 filings
SEC status approved since Mar 1, 2024
RAUM
$151M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
58%
$88.3M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$21.6M
derived; firm RAUM over IAPD count
Employees
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$151M as of May 27, 2026
Mar 28, 2024$81.6M then
HNW client RAUM$55.8M as of May 27, 2026
Mar 28, 2024$31.5M then
State-registered IARs (5.B.3)9 as of May 27, 2026
Mar 28, 20246 then
Employees (5.A)11 as of May 27, 2026
Mar 28, 20247 then
Private funds: no history
RAUM +48% over the last fiscal yearIARs 6 to 9offices 5 to 0
Practice profile
derived from the filing of May 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- RAUM per advisor
- $21.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $191,339derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 41%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +48%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminars, otherreportedItem 5.G
- Custody
- $23.6M, 5 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$61.6M41%
- High-net-worth individuals$55.8M37%
- Individuals$32.5M22%
- Corporations and businesses$1.1M0.7%
- Individual clients
- 267reported
- HNW clients
- 31reported
- Pension plan clients
- n/areported
- Charitable clients
- 24reported
- Accounts
- 789reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $23.6M for 5 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.58 fund_share=0.0 institutional_share=0.41 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jason Michael Ray | Philadelphia, Pa | Jul 30, 2019 | 13 y | 2 |
| Chelsea Ransom-CooperCertified Financial Planner | Jersey City, Nj | Nov 14, 2022 | 11 y | 1 |
| Raeonna Aleumay Jefferson | Philadelphia, Pa | Feb 28, 2024 | 13 y | 0 |
| Fahmin FardousCertified Financial Planner | Philadelphia, Pa | Mar 7, 2024 | 15 y | 0 |
| Andrew TudorCertified Financial Planner | Charlotte, Nc | Apr 26, 2024 | 10 y | 1 |
| Jesse James WidemanCertified Financial Planner | Charlotte, Nc | Jun 17, 2025 | 10 y | 2 |
| Nina C MilliganCertified Financial Planner | Philadelphia, Pa | Jan 15, 2026 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Marcus T Coleman to Edward JonesJan 31, 2024 · RIA to affiliated broker-dealer or bank
- Allison Masoero Hershey to EllevestDec 15, 2022 · RIA to RIA
Joined, latest
- Nina C Milligan from Edward JonesJan 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jesse James Wideman from FacetJun 17, 2025 · RIA to RIA
- Andrew Tudor from Alchemist WealthApr 26, 2024 · Other
- Marcus T Coleman from Raymond James Financial Services Advisors, IncApr 6, 2023 · Affiliated broker-dealer or bank to independent RIA
- Chelsea Ransom-Cooper from BakeravenueNov 14, 2022 · RIA to RIA
- Allison Masoero Hershey from The Marshall Financial Group, IncMay 25, 2022 · RIA to RIA
- Jason Michael Ray from Carnegie Wealth Management, LLCJul 30, 2019 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Chelsea Ransom-Cooper · Shareholdercontrolsince 01/2021 · owns 25% to 50%
- James Ray · Shareholdercontrolsince 05/2019 · owns 25% to 50%
- M Jason Ray · Elected Manager, Shareholder, Cco, Ceocontrolsince 05/2019 · owns 25% to 50%
- Partheev Shah · Shareholdercontrolsince 06/2022 · 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 |
|---|---|---|---|---|---|
| Philadelphia, Pa · principal | 7 | 1 | 0 | ||
| Charlotte, Nc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing May 27, 2026institutional share of RAUM of 41% against a peer median of 0% (5676 comparable advisers, 98.0th percentile, 13.7 robust deviations)peers: independent wealth managers, $100M to $500M (5,676) · 98% percentile
- account count surgeChange between filings · filing Mar 17, 2026accounts (Item 5.F.2.f) moved from 279.0 to 789.0 (+183.0%) between the annual amendments of 2025-03-28 and 2026-03-17; the peer median change was +5.0% (3688 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 99% percentile
- advisor count surgeChange between filings · filing Mar 17, 2026advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-17; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 97% percentile
- office count dropChange between filings · filing Mar 17, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-28 and 2026-03-17; the peer median change was 0.0% (450 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (450) · 0.0% percentile
- RAUM up 25 %Change between filings · filing Mar 17, 2026RAUM (Item 5.F) moved from $102,123,947 to $150,966,524 (+48.0%) between the annual amendments of 2025-03-28 and 2026-03-17; the peer median change was +15.0% (4551 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 279 to 789Nov 12, 2025 to Mar 17, 2026
- Advisory employees · 8 to 9Nov 12, 2025 to Mar 17, 2026
- Charity clients · 19 to 24Nov 12, 2025 to Mar 17, 2026
- Corporate clients · unset to 3.0Nov 12, 2025 to Mar 17, 2026
- HNW clients · 26 to 31Nov 12, 2025 to Mar 17, 2026
- Individual clients · 233 to 267Nov 12, 2025 to Mar 17, 2026
- Assets in custody · unset to 23633490.0Nov 12, 2025 to Mar 17, 2026
- Custody of client assets · false to trueNov 12, 2025 to Mar 17, 2026
- Employees · 10 to 11Nov 12, 2025 to Mar 17, 2026
- State-registered IARs · 8 to 9Nov 12, 2025 to Mar 17, 2026
- Discretionary RAUM · $102M to $141MNov 12, 2025 to Mar 17, 2026
- HNW RAUM · $42.2M to $55.8MNov 12, 2025 to Mar 17, 2026
- Individual RAUM · $21.9M to $32.5MNov 12, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $0 to $10.0MNov 12, 2025 to Mar 17, 2026
- RAUM · $102M to $151MNov 12, 2025 to Mar 17, 2026
- Other offices · 5 to 0Jun 17, 2025 to Nov 12, 2025
- Advisory employees · 6 to 8Mar 28, 2025 to Jun 17, 2025
- Employees · 8 to 10Mar 28, 2025 to Jun 17, 2025
- Financial planning clients · 101-250 to 101-250Mar 28, 2025 to Jun 17, 2025
- State-registered IARs · 6 to 8Mar 28, 2025 to Jun 17, 2025
- Accounts · 218 to 279Jan 24, 2025 to Mar 28, 2025
- Advisory employees · 7 to 6Jan 24, 2025 to Mar 28, 2025
- Charity clients · 15 to 19Jan 24, 2025 to Mar 28, 2025
- HNW clients · 15 to 26Jan 24, 2025 to Mar 28, 2025
- Individual clients · 186 to 233Jan 24, 2025 to Mar 28, 2025
- State-registered IARs · 7 to 6Jan 24, 2025 to Mar 28, 2025
- Other offices · 6 to 5Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $81.6M to $102MJan 24, 2025 to Mar 28, 2025
- HNW RAUM · $31.5M to $42.2MJan 24, 2025 to Mar 28, 2025
- Individual RAUM · $15.3M to $21.9MJan 24, 2025 to Mar 28, 2025
- RAUM · $81.6M to $102MJan 24, 2025 to Mar 28, 2025
- Other offices · 5 to 6Apr 26, 2024 to Jun 12, 2024
- Advisory employees · 6 to 7Mar 28, 2024 to Apr 26, 2024
- Employees · 7 to 8Mar 28, 2024 to Apr 26, 2024
- State-registered IARs · 6 to 7Mar 28, 2024 to Apr 26, 2024
- Accounts · 429 to 218Feb 2, 2024 to Mar 28, 2024
- Advisory employees · 5 to 6Feb 2, 2024 to Mar 28, 2024
- Charity clients · 14 to 15Feb 2, 2024 to Mar 28, 2024
- HNW clients · 13 to 15Feb 2, 2024 to Mar 28, 2024
- Individual clients · 176 to 186Feb 2, 2024 to Mar 28, 2024
Signals
4 dated events
- Zenith Wealth Partners reported 0 offices beyond its principal office, down from 5 (2025-06-17 to 2025-11-12)Nov 12, 2025 · Office count change · derived
- Zenith Wealth Partners filed its initial SEC registration (Form ADV)Feb 2, 2024 · First SEC registration · fact
- Marcus T Coleman left Zenith Wealth Partners for Edward Jones (registered 2024-06-04)Jan 31, 2024 · Advisor changed firm · fact
- Allison Masoero Hershey left Zenith Wealth Partners for Ellevest (registered 2023-06-22)Dec 15, 2022 · Advisor changed firm · fact
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
- 484-278-1559reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/networthzenithreportedpublic record, Form ADV, Sep 17, 2026
- Website
- networthzenith.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (484) 278-1559reportedpublic record, Form ADV, May 27, 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
- $21.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026