Zero Labs Inc.

RIASEC Registered
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
Custodians
APEX FINTECH BROKERAGE SERVICES
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Zero Labs Inc. is a corporation that provides portfolio management services to individual and family clients and small businesses. The firm is registered with the SEC, with a registration year of 2026. Its reported business activities identify it as an “Other Financial Product Salesperson,” and it classifies advisory activities specifically as portfolio management for individuals and small businesses. Ownership is listed as individual, the firm uses a fixed-fee compensation model, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

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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