Zacharia Waxler
Equinum · Brooklyn, New York
Zacharia Waxler is a fee-only financial advisor at Equinum in Brooklyn, New York. Zacharia focuses on family wealth transfer. Equinum reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Equinum |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $757.0M across 640 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5332017 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | equinum.com |
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Questions about Zacharia
Is Zacharia Waxler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zacharia holds no broker registration, and Equinum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zacharia charge for financial advice?
Zacharia's firm, Equinum, reports charging a percentage of assets on its SEC Form ADV.
Where is Zacharia Waxler based?
Zacharia Waxler is based in Brooklyn, New York.
What does Zacharia specialize in?
Zacharia's specialties include family wealth transfer. Zacharia works with ultra high net worth and multi-generational families.
Is Zacharia Waxler registered with the SEC?
Yes. Zacharia Waxler is registered as an investment adviser representative in NY (CRD 5332017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equinum manage?
Equinum reports $757.0M across 640 accounts in assets under management.
How do I contact Zacharia Waxler?
Through Zacharia's website, equinum.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
- Equinum 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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