Zink Wealth Solutions Llc
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ADV data as of Apr 21, 2026
- Regulatory AUM
- $38.4M
- Discretionary
- $38.4M
- Clients
- 8
- Avg AUM / client
- $4.8M
- Accounts
- 8
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $38.4M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miguel Cebolla Tomas | Registered representative | Oct 2022 (4y) | ||
| Cristina Extremera Abril | Registered representative | Oct 2022 (4y) | ||
| Jose Ignacio Garcia Fernandez | Registered representative | Nov 2025 (1y) |
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) | 04/21/2026 | 1.37 MB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Banco Santander $15.9M (41% of AUM) Apr 2026
- Pershing $15.5M (40% of AUM) Apr 2026
- Banco Santander International $12.7M (33% of AUM) Apr 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: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗