Best-in-State · rank 23 · Scottsdale, Arizona · listed firm: Rockefeller Capital Management
Logo asset (hotlink-protected, view at source): https://commons.wikimedia.org/wiki/File:Rockefeller-capital-management-logo-black.svg
Identity & firm
- Firm — Rockefeller Capital Management (high)
- “Managing Director and Private Wealth Advisor at Rockefeller Capital Management” — firm_official
- Parent company — independent (high)
- “independent, SEC-registered registered investment adviser organized as an LLC” — professional_press
- Firm type — independent_ria (high)
- “Rockefeller Capital Management is an independent, SEC-registered registered investment adviser” — professional_press
- Team name — Zilveti Wealth Management Group (high)
- “Zilveti Wealth Management Group” — firm_official
- Team size — 3 (high)
- “Jason Zilveti, CPWA®, CEPA, Managing Director and Private Wealth Advisor, Ryan Papez, CFP®, AWMA®, Vice President, Private Wealth Advisor, and Frances Miranda, Associate Vice President and Senior Client Advisor” — professional_press
- CRD — 4422642 (high)
- “JASON ANDRES ZILVETI - Broker at ROCKEFELLER” — sec_finra_regulatory
- Years experience — 16 (high)
- “Jason Zilveti had been with UBS for more than 12 years of his 16-year career as a registered representative” — professional_press
- Designations — CPWA, CEPA (high)
- “Jason A. Zilveti, CPWA®, CEPA” — firm_official
Book of business
- Team AUM ($M) — 300 (medium)
- “the ZWMG team has $300 million in AUM” — professional_press
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 70 (high)
- “Typical Net Worth of Relationships: $15-125M” — forbes_shook
- Client niche — multi-generational families; business owners, athletes, and retirees (high)
- “specializing in multi-generational family wealth preservation, assisting business owners, athletes, and retirees in achieving their financial objectives” — firm_official
- Custodians — National Financial Services LLC (Fidelity subsidiary) (medium)
- “Rockefeller Capital Management uses National Financial Services LLC as its custodian” — firm_official
- Fee model — aum_fee (medium)
- “The firm primarily charges asset-based fees calculated as a percentage of assets under management (AUM), typically ranging up to 2% annually” — professional_press
Positioning & marketing
- Website url — https://www.rockco.com/bios/jason-zilveti/ (high)
- “Jason Zilveti's profile on rockco.com” — firm_official
- Value proposition (verbatim) — As an extension of clients' teams, ZWMG reviews their full financial picture and connects them to the firm's broader resources to create an unbroken chain of objective, holistic and relevant advice. (high)
- “As an extension of clients' teams, ZWMG reviews their full financial picture and connects them to the firm's broader resources to create an unbroken chain of objective, holistic and relevant advice.” — firm_official
- Differentiators — Holistic wealth planning with full financial picture review, Access to broader Rockefeller resources and infrastructure, Expertise in multi-generational family wealth preservation, Bespoke investment strategies aligned to client objectives, Exit planning specialist (CEPA designation) (high)
- “ZWMG is focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth, while providing solutions to unique challenges with an elevated level of service” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jason-a-zilveti-cpwa%C2%AE-cepa-bb4b2465/ (high)
- “Jason A. Zilveti, CPWA®, CEPA - Rockefeller Capital Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Jason A. Zilveti, CPWA®, CEPA's Post” — social_or_third_party_db
- Press awards — Forbes Top Wealth Advisors 2026 (#23, Arizona-Phoenix) (high)
- “He is ranked #23 in Arizona - Phoenix Area according to Forbes Top Advisors (as of April 2026)” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “The team uses Rockefeller Capital Management branding; no independent ZWMG logo found on firm pages” — firm_official
- Logo url — https://commons.wikimedia.org/wiki/File:Rockefeller-capital-management-logo-black.svg (high)
- “Rockefeller Capital Management logo SVG” — firm_official
- Visual brand notes — Rockefeller Capital Management corporate branding; navy and gold color scheme with serif typography typical of established wealth management firms (medium)
- “Rockefeller Capital Management logo in navy and gold” — firm_official