# Zachary Lountzis

> Zachary Lountzis is a fee-only financial advisor at Lountzis Asset Management in Wyomissing, Pennsylvania. Zachary focuses on family wealth transfer. Lountzis Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/zachary-lountzis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lountzis Asset Management
- **Based in:** Wyomissing, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $624.1M across 325 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 5859737 (https://adviserinfo.sec.gov/individual/summary/5859737)
- **SEC registration:** Investment adviser representative in NY, PA, TX
- **Exams passed:** Series 63 (2010), Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.lountzis.com

## Frequently asked questions

### Is Zachary Lountzis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Lountzis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zachary charge for financial advice?

Zachary's firm, Lountzis Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Zachary Lountzis based?

Zachary Lountzis is based in Wyomissing, Pennsylvania.

### What does Zachary specialize in?

Zachary's specialties include family wealth transfer. Zachary works with multi-generational families and ultra high net worth.

### Is Zachary Lountzis registered with the SEC?

Yes. Zachary Lountzis is registered as an investment adviser representative in NY, PA and TX (CRD 5859737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lountzis Asset Management manage?

Lountzis Asset Management reports $624.1M across 325 accounts in assets under management.

### How do I contact Zachary Lountzis?

Through Zachary's website, www.lountzis.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5859737): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lountzis.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.