Data / Investment advisers / Arizona / Zenith Wealth Advisors
Zenith Wealth Advisors, Scottsdale, AZ: $328 million AUM, SEC registered investment adviser
Zenith Wealth Advisors is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $328 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 318330
- SEC file number
- 801-123228
- SEC status
- Approved, effective February 15, 2022
- Legal name
- VB&T Wealth Management LLC
- Main office
- 4900 N. Scottsdale Road Ste 1500, Scottsdale, AZ 85251
- Phone
- (480) 999-9900
- Regulatory AUM
- $328,331,005 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $328,331,005
- Accounts
- 314
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $258.7 million |
| Corporations or other businesses | 7 | $49.8 million |
| Individuals (other than high net worth individuals) | 33 | $11.1 million |
| Pension and profit sharing plans | Fewer than 5 | $6.1 million |
| Charitable organizations | Fewer than 5 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $328.3 million | March 4, 2026 |
| December 1, 2025 | $303 million | June 10, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| WT Wealth Management, LLC | Scottsdale | $419.1 million | Not listed | adviserinfo.sec.gov |
| Luminvest Wealth Management LLC | Scottsdale | $398 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Capital Management (BCM) | Scottsdale | $380.8 million | Not listed | adviserinfo.sec.gov |
| Intelligent Capitalworks | Scottsdale | $376.6 million | Not listed | adviserinfo.sec.gov |
| Vigilare Wealth Management LLC | Scottsdale | $330.9 million | Not listed | adviserinfo.sec.gov |
| Aim Capital | Scottsdale | $309.3 million | Not listed | adviserinfo.sec.gov |
| One Wealth Capital Management, LLC | Scottsdale | $306.8 million | Not listed | adviserinfo.sec.gov |
| Stableford Capital LLC | Scottsdale | $305.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Zenith Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.