ZENITH WEALTH PARTNERS

Legal name: ZENITH SOLUTIONS, INC.

CRD 304732File 801-129630

APPROVED

Retail clients

Custody

Filing as of May 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$151.0M

Bottom 25% of cohort (national)

Discretionary AUM

$141.0M

Non-discretionary $10.0M

Clients

325

789 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Mar 1, 2024
Principal office: 2400 MARKET ST., SUITE 216, PHILADELPHIA, PA, 19103
Phone: (484) 278-1559
Website: https://www.linkedin.com/company/networthzenith/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $151.0M
Discretionary AUM: $141.0M
Non-discretionary AUM: $10.0M
Discretionary accounts: 778
Non-discretionary accounts: 11
Total accounts: 789
AUM per client: $465K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
Charitable organizations	24	$61.6M
High net worth individuals	31	$55.8M
Individuals (other than high net worth individuals)	267	$32.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.