Alpha Zero LLC

RIASEC RegisteredEst. 2022
Total AUM
$270M
Discretionary
$256M
95% of AUM
Avg account
$592K
Accounts
456
Employees
17
Advisory reps
10

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

FINTRX

Overview

Alpha Zero LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-AUM billing with fixed fees and performance-based arrangements. Alpha Zero does not identify as an active ESG investor and is not positioned as a multistate or pension consultant adviser. The firm also acts in sponsor/GP/managing member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, US Government Bonds 17%, Exchange Traded Equities 11%, Cash & Cash Equivalents 8%, Private Funds 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%, Derivatives 1%57%
  • Public Funds/Mutual Funds57%
  • US Government Bonds17%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents8%
  • Private Funds4%

Owners & executives

1 of 1
  • Eric Mechler

    Eric Mechler

    Founder, CEO & CIOCRD 5678805

Contacts

3 of 9
  • Gregory Brodeur

    Gregory Brodeur

    Private Wealth AdvisorCRD 6443671

  • Michael Cummings

    Michael Cummings

    Private Wealth AdvisorCRD 7180871

  • Matthew Baum

    Matthew Baum

    Financial Advisor & Vice PresidentCRD 6942874

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$242M in ETFs

Passive

87%

$209M

Active

14%

$32.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP ETF (SCHX)SchwabPassiveLarge Blend$25.9M875,48910.73%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth