Zemenick & Walker Inc
- Regulatory AUM
- $2.6B
- Discretionary
- $0
- Clients
- 271
- Avg AUM / client
- $9.7M
- Accounts
- 271
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $19.8M | 0.75% |
| High net worth individuals | 229 | $2.5B | 94.6% |
| Pension and profit sharing plans | 3 | $28.8M | 1.09% |
| Charitable organizations | 4 | $94.0M | 3.57% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chris Gerard Griesedieck | Chairman & Managing Director | CFP | Apr 1999 (27y) | 10% – 25% |
| John Michael Johnson | President, Managing Director & Chief Compliance Officer | CFP | Apr 1999 (27y) | 10% – 25% |
| William Carl Stude | Executive Vice President & Managing Director | CFP | Jun 2000 (26y) | 10% – 25% |
| Bryan Leon Schulz | Vice President | CFP | Dec 2007 (19y) | 10% – 25% |
| Jonathan A Best | Vice President | CFP | Dec 2007 (19y) | 10% – 25% |
| Krystal Marie Hill | Registered representative | CFP | Jul 2012 (14y) | |
| Joseph Paul Bonastia | Registered representative | CFP | Jan 2017 (10y) | |
| Alex Brian Dirksen | Registered representative | CFP | Jan 2023 (4y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗