Zero Labs Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 343612
· SEC file 801-137359
· San Francisco, CA
· zero.tax
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ADV data as of Sep 21, 2026
- Regulatory AUM
- $100K
- Discretionary
- $100K
- Clients
- 125
- Avg AUM / client
- $800
- Accounts
- 125
- Employees
- 4
AUM over time
$100K
$100K
Aug 21, 2026
Sep 21, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $100K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 21, 2026.
View current Form ADV (SEC/IAPD) ↗