Childfree Wealth, Llc
- Regulatory AUM
- $20.7M
- Discretionary
- $20.7M
- Clients
- 10
- Avg AUM / client
- $2.1M
- Accounts
- 56
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $592K | 2.86% |
| High net worth individuals | 10 | $20.1M | 97.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jay Zigmont | Investment Adviser Representative | CFP | Jul 2021 (5y) | 75% or more |
| Kingston Marland Hollman | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Brianna Conn | Registered representative | CFP | Jun 2023 (3y) | |
| Fiona Waller | Registered representative | Aug 2024 (2y) | ||
| Andrew Scott Barnes | Registered representative | CFP | May 2025 (1y) |
Undisclosed: 0% – 25% 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) | 01/13/2026 | 1.15 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $10.0M (48% of AUM) Jan 2026
- Altruist Financial $10.0M (48% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗