Zakriah Gardezy
Wealthstone Private Wealth Management · Scottsdale, Arizona
Zakriah Gardezy is a fee-only financial advisor at Wealthstone Private Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Zakriah focuses on equity compensation, retirement planning and retirement with concentrated positions. Wealthstone Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Pre-retirees
- High earners
- Ultra high net worth
Facts
| Firm | Wealthstone Private Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $45.7M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 6737195 |
| Exams passed | Series 63 (2017) · Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthstonepwm.com |
| Profile |
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Questions about Zakriah
Is Zakriah Gardezy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zakriah holds no broker registration, and Wealthstone Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zakriah charge for financial advice?
Zakriah's firm, Wealthstone Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Zakriah work with clients virtually?
Yes. Wealthstone Private Wealth Management says on its website that it works with clients remotely.
Where is Zakriah Gardezy based?
Zakriah Gardezy is based in Scottsdale, Arizona.
What does Zakriah specialize in?
Zakriah's specialties include equity compensation, retirement planning, retirement with concentrated positions, founders (pre-exit) and tax planning. Zakriah works with executives, founders, pre-retirees, high earners and ultra high net worth.
What credentials does Zakriah Gardezy hold?
Zakriah Gardezy holds the CFP credential.
Is Zakriah Gardezy registered with the SEC?
Yes. Zakriah Gardezy is registered as an investment adviser representative in AZ and CA (CRD 6737195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealthstone Private Wealth Management manage?
Wealthstone Private Wealth Management reports $45.7M across 148 accounts in assets under management.
How do I contact Zakriah Gardezy?
Through Zakriah's website, www.wealthstonepwm.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
- Wealthstone Private Wealth 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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