SUM Zero Wealth

RIASEC Registered

Total AUM

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Firm details

Headquarters: St Petersburg, Florida
CRD number: 343434
Registered since: August 7, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Commissions
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

SUM Zero Wealth is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it intends to serve as a capital allocator by selecting other advisers or managers on behalf of clients. Its stated fee model combines a percentage-of-AUM component with the ability to earn commissions. SUM Zero Wealth does not position itself as an ESG investor, is not designated as a pension consultant or related adviser, and is not currently registered as a multistate adviser.