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ALPHA ZERO LLC
CRD 319050 · SEC 801-124738
2500 NORTH MILITARY TRAIL, SUITE 316, BOCA RATON, FL, 33431, United States
Phone
(561) 576-2599
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.8M
Discretionary AUM
$255.8M
Team
17 total employees; 11 advisory reps; 92 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 334 | $58.5M |
| High net worth individuals | 87 | $199.8M |
| Pooled investment vehicles | 1 | $11.5M |
States served
AZ, CA, CO, GA, IA, LA, MA, NY, NC, OH, OR, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD