Mario Zumbo
Preserve Private Wealth · Bethesda, Maryland
Mario Zumbo is a fee-only financial advisor at Preserve Private Wealth in Bethesda, Maryland, who holds the CFP credential. Mario focuses on real estate investors, founders (pre-exit) and estate & legacy planning. Preserve Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
- Founders
- Executives
- Retirees
- Multi-generational families
- High earners
Facts
| Firm | Preserve Private Wealth |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $88.0M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, FL, MD, TX · CRD 5529270 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.preserveprivatewealth.com |
| Profile |
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Questions about Mario
Is Mario Zumbo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mario holds no broker registration, and Preserve Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mario charge for financial advice?
Mario's firm, Preserve Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mario Zumbo based?
Mario Zumbo is based in Bethesda, Maryland.
What does Mario specialize in?
Mario's specialties include real estate investors, founders (pre-exit), estate & legacy planning, family wealth transfer and tax planning. Mario works with real estate investors, founders, executives, retirees and multi-generational families.
What credentials does Mario Zumbo hold?
Mario Zumbo holds the CFP credential.
Is Mario Zumbo registered with the SEC?
Yes. Mario Zumbo is registered as an investment adviser representative in DC, FL, MD and TX (CRD 5529270), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Preserve Private Wealth manage?
Preserve Private Wealth reports $88.0M across 161 accounts in assets under management.
How do I contact Mario Zumbo?
Through Mario's website, www.preserveprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Preserve Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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