ZELLER KERN BUSINESS ADVISORS

ZELLER KERN PRIVATE WEALTH MANAGEMENT, INC.

CRD 144913

2377 GOLD MEADOW WAY, SUITE 100, GOLD RIVER, CA, 95670, United States

Phone

916-436-8270

Fax

916-436-8280

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 2 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

Services

Financial planningEducational seminars

Official SEC filing: View on IAPD