Alpha Zero Llc
- Regulatory AUM
- $270M
- Discretionary
- $256M
- Clients
- 422
- Avg AUM / client
- $639K
- Accounts
- 456
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $58.5M | 21.7% |
| High net worth individuals | 87 | $200M | 74.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $11.5M | 4.26% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Mechler | Managing Partner | CFP Chartered Financial Consultant | Mar 2020 (6y) | 25% – 50% |
| Jordan Michael Grabowski | Managing Partner & Chief Compliance Officer | Mar 2020 (6y) | 25% – 50% | |
| Anthony Walter Leone | Registered representative | Jun 2022 (4y) | ||
| Gregory Raymond Brodeur | Registered representative | CFP Chartered Financial Consultant | Sep 2022 (4y) | |
| Mason Robert Schreck | Registered representative | Feb 2024 (3y) | ||
| Matthew Charles Baum | Registered representative | CFP | Mar 2025 (1y) | |
| Yony Noy | Registered representative | Apr 2025 (1y) | ||
| Cameron Jeffrey Hunt | Registered representative | Aug 2025 (1y) | ||
| Jonathan Schiripo | Registered representative | Jan 2026 (1y) | ||
| Michael Joseph Cummings | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $258M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗