Investor disclosures
Disclosures
Important risk, compensation, conflict, and informational-use disclosures for prospective investors.
This page provides important disclosures for prospective investors reviewing Zion Wealth materials.
Important Investment Disclosures
Zion Wealth provides information about private credit, private lending, and owner-led acquisition opportunities for qualified prospective investors. Website content is informational only and should not be relied upon as investment, tax, legal, accounting, or regulatory advice.
Private-Market Risks
Private-market opportunities involve significant risks. These may include loss of capital, borrower default, collateral shortfall, foreclosure or enforcement risk, servicing risk, limited liquidity, lack of public market pricing, valuation uncertainty, concentration risk, operator risk, execution risk, business underperformance, regulatory changes, and conflicts of interest.
No Guaranteed Returns
Any examples, target economics, terms, loan-to-value references, or historical structures are illustrative only unless expressly stated otherwise in formal offering or transaction documents. No investment return, interest payment, repayment, exit, collateral recovery, or business outcome is guaranteed.
Fees and Conflicts
Zion Wealth, its principals, affiliates, or related parties may receive referral fees, management fees, acquisition fees, carried interest, transaction fees, consulting fees, or other compensation depending on the structure of a specific opportunity. Potential conflicts will be disclosed in the relevant diligence or transaction materials where applicable.
Investor Review
Prospective investors should independently review all materials, ask questions, evaluate risk tolerance, consult qualified advisors, and consider whether any opportunity is suitable for their circumstances before making a decision.
No Client or Advisory Relationship
Using this website or submitting an investor inquiry does not create an advisory relationship, fiduciary relationship, client relationship, partnership, or commitment to invest.
Contact
For disclosure questions, contact Zion Wealth at info@zion-wealth.com.