About Zehnder Wealth Management, LLC
<p>Investment advisory and retirement plan guidance are the focus at Zehnder Wealth Management, LLC, a Registered Investment Advisor (RIA) headquartered in St. Cloud in the Orlando metro area. The firm works as a <a href="/plan-advisors">plan advisor</a> and supports sponsors that want practical help with plan oversight.</p> <p>For employer-sponsored plans, Zehnder Wealth Management, LLC provides 3(21) fiduciary services, where the advisor makes investment recommendations and the plan sponsor retains final decision-making authority. The firm also offers personal tax and financial planning services for individuals.</p> <p>As of 2026, Zehnder Wealth Management, LLC reports $0.1B in assets under management (AUM). Regulatory details are available through the SEC’s Investment Adviser Public Disclosure system under CRD #142197.</p> <p>What sets the firm apart is the mix of retirement plan advisory work with personal tax and financial planning, which can help align workplace benefits with an individual’s broader financial plan.</p> <ul> <li>Registered Investment Advisor (RIA)</li> <li>Headquarters: St. Cloud (Orlando area), Florida</li> <li>Retirement plan services: 3(21) fiduciary investment advice</li> <li>Individual services: personal tax and financial planning</li> <li>SEC IAPD reference: CRD #142197</li> </ul>
Website: https://www.wearez.com/industries/financial/
Office Locations
- Saint Cloud, FL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $116.0M