Alpha Zero LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 319050
- Registered since
- April 22, 2022
- Website
- www.alphazerowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.04%
- Individuals21.69%
- Pooled Investment Vehicles4.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alpha Zero LLC is an independently owned registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individuals/families and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fees include percentage-of-assets, fixed fees, and performance-based arrangements. Alpha Zero reports that it does not position itself as an active ESG investor and is not identified as a multi-state adviser in the snapshot data. The firm also acts as a sponsor, general partner, and managing member of pooled investment vehicles, indicating involvement in running private or pooled strategies in addition to client advisory work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- US Government Bonds17%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Private Funds4%
Owners & executives
1 of 1
Eric Mechler
Founder, CEO & CIOCRD 5678805
Contacts
3 of 9
Jordan Grabowski
Founder & Managing PartnerCRD 5703336
Yony Noy
PresidentCRD 5794833
Matthew Baum
Financial Advisor & Vice PresidentCRD 6942874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$242M in ETFs
87%
$209M
14%
$32.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $25.9M | 875,489 | 10.73% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2500 N Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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