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 SEC‑registered independent registered investment adviser organized as an LLC and operating since 2022. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Ownership is held by an individual, and the adviser does not position itself as a capital allocator or pension consultant. Its fee arrangements include asset‑based fees, fixed fees, and performance‑based fees. Alpha Zero does not identify as an active ESG investor and is not registered as a multi‑state adviser.
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
2 of 2Lynn Purcell
Founding Partner, CEO and CIOCRD 8045872
Eric Mechler
Founder, CEO & CIOCRD 5678805
Contacts
3 of 9GREGORY BRODEUR
Private Wealth AdvisorCRD 6443671
Michael Cummings
Private Wealth AdvisorCRD 7180871
Matthew Baum
Financial Advisor & Vice PresidentCRD 6942874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$177M in ETFs
89%
$158M
11%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $23.5M | 213,315 | 13.29% |
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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