VB&T WEALTH MANAGEMENT LLC
Legal name: ZENITH WEALTH ADVISORS
CRD #318330 SEC #801-123228 SCOTTSDALE, AZ 480-999-9900
SEC Registered
Total AUM
$303M
Discretionary
$303M
Employees
4
Clients
10
Accounts
276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $303M | $303M | $0 | 4 | 1 |
| Mar 2025 | $303M | $303M | $0 | 4 | 1 |
| Aug 2024 | $223.6M | $223.6M | $0 | 3 | 1 |
| Feb 2024 | $223.6M | $223.6M | $0 | 3 | 1 |
| Sep 2023 | $167.9M | $167.9M | $0 | 3 | 1 |
| Feb 2023 | $167.9M | $167.9M | $0 | 3 | 1 |
| Aug 2022 | $101.4M | $71.7M | $29.7M | 5 | 0 |
| Aug 2022 | $101.4M | $71.7M | $29.7M | 5 | 0 |
| Jun 2022 | $70.7M | $70.7M | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Jan 2022 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees4
Clients1
DateAug 2024
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2024
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees3
Clients1
DateSep 2023
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees3
Clients1
DateFeb 2023
Total AUM$167.9M
Discretionary$167.9M
Non-Disc.$0
Employees3
Clients1
DateAug 2022
Total AUM$101.4M
Discretionary$71.7M
Non-Disc.$29.7M
Employees5
Clients0
DateAug 2022
Total AUM$101.4M
Discretionary$71.7M
Non-Disc.$29.7M
Employees5
Clients0
DateJun 2022
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0