Zero Labs Inc.

RIASEC RegisteredEst. 2026
Total AUM
$100K
Discretionary
$100K
100% of AUM
Avg account
$800
Accounts
125
Employees
4
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
343612
Registered since
September 21, 2026
Fee structure
Subscription Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zero Labs Inc. is a small corporate advisor that focuses on portfolio management for individuals and small businesses. The firm identifies its client base as individual and family investors and operates under an owner who is an individual. Its regulatory profile shows SEC registration in 2026 and the firm lists its primary business activities as an "other financial product salesperson." The firm is not classified as a capital allocator, is not an active ESG investor, and does not describe itself as a multi-state or related adviser. Zero Labs charges subscription fees for its services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

3 of 3
  • Christopher Plummer

    Christopher Plummer

    Senior Compliance OfficerCRD 4460469

  • Sreeramamurthy Tripuramal

    CRD 8333056

  • Isaac Wolfe

    CRD 8344853

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Mateo

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
255 Berry St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth