ZEHNDER WEALTH MANAGEMENT, LLC
CRD #142197 SEC #801-122159 ST. CLOUD, FL 407-957-0074
SEC Registered
Total AUM
$116M
Discretionary
$0
Employees
3
Clients
101
Accounts
807
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $116M | $0 | $116M | 3 | 0 |
| Jan 2022 | $128.9M | $0 | $128.9M | 3 | 0 |
| Aug 2021 | $122.9M | $0 | $122.9M | 3 | 0 |
| Aug 2021 | $122.9M | $0 | $122.9M | 3 | 0 |
| Aug 2021 | $122.9M | $0 | $122.9M | 3 | 0 |
| Jul 2021 | $122.9M | $0 | $122.9M | 3 | 0 |
DateJan 2023
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees3
Clients0
DateJan 2022
Total AUM$128.9M
Discretionary$0
Non-Disc.$128.9M
Employees3
Clients0
DateAug 2021
Total AUM$122.9M
Discretionary$0
Non-Disc.$122.9M
Employees3
Clients0
DateAug 2021
Total AUM$122.9M
Discretionary$0
Non-Disc.$122.9M
Employees3
Clients0
DateAug 2021
Total AUM$122.9M
Discretionary$0
Non-Disc.$122.9M
Employees3
Clients0
DateJul 2021
Total AUM$122.9M
Discretionary$0
Non-Disc.$122.9M
Employees3
Clients0