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Disclosures & legal

The things a compliance officer will look for, in plain language.

This page is a summary written for readability. Where a summary and an official document differ, the official document governs.

01

Entity structure.

The Zillennial Advisors Inc. is the parent company. The Zillennial Advisors LLC is the SEC-registered investment adviser and operates Parity. Wealth Academy LLC operates the Wealth Academy education platform and is not an investment adviser.

Entity structure

The Zillennial Advisors Inc.

Parent company · operates this website

The Zillennial Advisors LLC

SEC-registered investment adviser. CRD #324808 · SEC File No. 801-133744. Delivers advice through the Parity platform.

Advice

Wealth Academy LLC

Operates the Wealth Academy education platform. Does not provide investment advice.

Education

02

Adviser registration.

The Zillennial Advisors LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. Registration does not imply a certain level of skill or training, and it does not mean the SEC has approved or endorsed the firm.

The Zillennial Advisors LLC, CRD #324808, SEC File No. 801-133744. The firm record and current filings are public.

03

Education is not advice.

Wealth Academy content is educational. It explains how financial concepts work and what tradeoffs exist. It is not individualized investment, tax, or legal advice, and no part of it should be read as a recommendation to buy, sell, or hold any security.

Individualized advice is delivered only through the Parity platform, by The Zillennial Advisors LLC. Educators, facilitators, and campus representatives do not give investment advice.

04

Fees.

Parity subscriptions are $0 per month for Starter with limited access, $9.99 per month for Growth, and $12.99 per month for Premium. All plans start with a 14-day free trial of Premium features, and may be cancelled at any time.

Investment management is an optional add-on available with any subscription tier, billed on a tiered fee schedule: 0.75% on the first $100,000, 0.60% from $100,000 to $250,000, 0.45% from $250,000 to $1,000,000, 0.35% from $1,000,000 to $2,000,000, and 0.25% over $2,000,000. There is no asset minimum. Fees reduce returns. Current fee terms are described in the firm’s Form ADV Part 2A and in the platform terms.

05

Risk.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No plan, projection, or recommendation guarantees a financial outcome, and nothing on this site should be understood as such a guarantee.

06

Third-party references.

References to prior employers, universities, publications, accelerators, or programs are factual and historical. They do not imply endorsement, sponsorship, or affiliation, and no third party named on this site has approved its content.

External media coverage is linked in full so it can be read in context. We do not characterize coverage as a testimonial or endorsement.

The Zillennial Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Wealth Academy LLC provides financial education and is not an investment adviser. Investing involves risk, including possible loss of principal. Nothing on this site is an offer to sell or a solicitation of an offer to buy any security.

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