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Zambriski-Polson Wealth Advisors

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website zpwealthadvisors.com
Client types

Overview

Zambriski-Polson Wealth Advisors is a boutique wealth management team serving a select number of families with hands-on portfolio management and planning. The practice emphasizes in-house investment management, multigenerational planning, retirement income design, tax-aware strategies, and estate coordination. ZP highlights a high-touch service model—fewer clients by choice—so the advisors can remain deeply involved in markets and client decisions. Advisory and brokerage services are provided through &Partners, LLC (member FINRA/SIPC; SEC-registered), with primary custody at Fidelity / National Financial Services (NFS), giving clients institutional-grade custody, technology, and reporting.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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