|
⚲
|
| Keyboard |
| Alpha Zero LLC
✚
|
|
|---|---|
| CRD # | 319050 |
| SEC # | 801-124738 |
| CIK # | 0002079032 |
| AUM | 269.8 M (2026-05-18) |
| Employees | 17 (65% Investors, 12% Brokers) |
| Phone | 561-576-2599 |
| Address | 2500 North Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002079032 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.3 | ||
| iShares Bitcoin Trust | 3.1 | ||
| Amazon Com Inc | 2.7 | ||
| Nvidia Corp | 2.6 | ||
| Apple Inc | 2.5 | ||
| Alphabet Inc | 1.9 | ||
| Microsoft Corp | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 58.5 |
| (b) Individuals (high net worth individuals) | 87 | 199.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 11.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 269.8 |
| By Discretionary | ||
| Discretionary | 423 | 255.8 |
| Non-Discretionary | 33 | 14.0 |
| Total | 456 | 269.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.8 | |
| Total | 456 | 269.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079032] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 92 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crossgate Wealth Advisors LLC
✚
|
PA | 271.9 M |
|
SK Advisor Network LLC
✚
|
TX | 271.5 M |
|
Prota Financial LLC
✚
|
TX | 270.4 M |
|
Ervin Investment Management LLC
✚
|
269.9 M | |
|
Capitol Financial Consultants Inc
✚
|
VA | 269.2 M |
|
Diversified Resources LLC
✚
|
RI | 268.8 M |
|
Wavvest Wealth LLC
✚
|
IL | 268.5 M |
|
Kristen E Coombs LLC
✚
|
PA | 268.3 M |
|
Reliant Investment Partners LLC
✚
|
NC | 268.3 M |
|
Viewpoint Capital Management LLC
✚
|
WA | 267.8 M |