Zachary Lountzis
Lountzis Asset Management · Wyomissing, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Lountzis Asset Management |
|---|---|
| Based in | Wyomissing, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $624.1M across 325 accounts |
| SEC registration | Investment adviser representative in NY, PA, TX · CRD 5859737 |
| Exams passed | Series 63 (2010) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lountzis.com |
| Profile |
How Zachary's firm compares
- Lountzis Asset Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Zachary
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.
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
- Lountzis Asset Management 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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