Investment adviser · CRD 169426

ZT WEALTH INVESTMENT ADVISORY LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Nov 13, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 13, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1535 WEST LOOP SOUTH, STE. #450
HOUSTON, TX, 77027, United States

CRD 169426

Filing source

Form ADV 766459 · Nov 13, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.