LP Profile

Alpha Zero

Also known as alpha zero

Wealth ManagerBoca Raton, United StatesFounded 2022
$270M
Assets Under Management
Boca Raton
Headquarters
Investment Focus

About Alpha Zero

Alpha Zero is a wealth management firm based in Boca Raton, Florida, founded in 2022, with about $270 million in assets. It describes its approach as modern, holistic wealth management rooted in behavioral finance, multi-asset investment integration and lifestyle coaching. Services include investment management, which focuses on identifying trends and positioning portfolios, and financial planning, which aims to help clients build a financial team. Clients can work with a private wealth advisor, and the firm lists integrity, trust, communication and expertise as its cornerstones.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Alpha Zero from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$269.8M
Total Clients
456
Filing Date
May 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Alpha Zero?

Alpha Zero is a wealth manager based in Boca Raton, United States, managing approximately $270M in assets.

Where is Alpha Zero headquartered?

Alpha Zero is headquartered in Boca Raton, United States.

How much does Alpha Zero manage?

Alpha Zero manages approximately $270M in assets under management.

When was Alpha Zero founded?

Alpha Zero was founded in 2022.

How can I contact Alpha Zero?

Verified contact details, key decision-makers, and investment preferences for Alpha Zero are available on LPbacked. Create a free account to access them.