Zephyr Wealth Management

$242.8MAssets under management
as of Mar 2026 · SEC Form ADV
Westlake Village, CA
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Tech stack

No one at Zephyr Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $165M held · filed Apr 2024
Schwab
Per Form ADV · $113M held · filed Apr 2024