Alpha Zero LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$258,273,311
Clients
421
Advisors
10
across 3 offices
About
Alpha Zero LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and business entities, managing portfolios and delivering one‑time or ongoing financial plans. The firm also advises on and facilitates access to alternative investments and private placements alongside its core portfolio management work.
The firm documents client goals and risk tolerance in an Investment Policy Statement and pursues portfolio construction using fundamental and cyclical analysis and modern portfolio theory, employing both long‑ and short‑term trading and, when appropriate, margin and options strategies. Alpha Zero typically seeks discretionary trading authority to implement its strategies and uses custodial relationships through major custodians for trade execution and reporting.
Alpha Zero offers performance‑based fee arrangements to qualified clients and serves as a sponsor/manager for private investment vehicles it may recommend, including acting as a general partner for a related private fund; it also vets and syndicates certain non‑traditional investments for clients. Those features—performance‑linked compensation and a sponsoring role in private funds, together with certain custodial authorities the firm discloses—are less common among peer team firms and are addressed through disclosure, allocation policies, and client suitability assessments.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $0 to $100,000 one-time; up to $8,333 per month for ongoing consulting.
Up to 2% annually
20% of profits on alternative investments for qualified clients; asset advisory fee of 2.00% per annum of capital commitment.
Account minimum: $100,000
Main office
See office2500 North Military Trail, Suite 316
Boca Raton FL 33431
Advisors at this office
8
Offices (3)
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Indiana · Iowa · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · Ohio · Oregon · South Carolina · Texas · Virginia · Washington
Also doing business as
2 M Wealth Management LLC · Alpha Zero · Alpha Zero LLC · Alpha Zero Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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