SUM Zero Wealth
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 343434
- Registered since
- August 7, 2026
- Fee structure
- Percentage of AUM, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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.
Assets & Accounts
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
Contacts
2 of 2
Sameer Chand
Founding PartnerCRD 4993116
James Gerson
Founding PartnerCRD 5372203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 2600 1st Ave N
- Time zone
- ET (UTC-5)
- Office locations
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