Alpha Zero LLC logo

Alpha Zero LLC

Updated today

Client assets under management

$258,273,311

Clients

421

21% high-net-worth

Advisors

10

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

42

Low

Average account size

$613,476

About

Alpha Zero LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, delivering tailored Investment Policy Statements and both one‑time and ongoing planning engagements. The firm also offers advisory services focused on alternative investments, introducing, vetting, recommending, and monitoring non‑traditional opportunities such as real‑estate partnerships, start‑up financings and debt deals, and it accepts both discretionary and non‑discretionary mandates.

Alpha Zero’s investment process is grounded in documented client objectives and risk tolerances and draws on cyclical and fundamental analysis alongside modern portfolio theory; the firm employs a range of strategies including long‑ and short‑term trading, options, and margin where appropriate. For alternative investments AZ assists with implementation and sponsor interactions, oversees performance monitoring and distributions on behalf of clients, and operates accounts under both asset‑based and performance‑based fee arrangements for qualified investors.

Noteworthy among peers, Alpha Zero maintains an uncommon multi‑office footprint for a team firm and serves as a fund sponsor/manager, with principals acting as general partners of a private fund that the firm may recommend to suitable clients—relationships the brochure discloses and treats as potential conflicts of interest. The firm also discloses that some representatives are registered with a broker‑dealer and are licensed insurance agents, creating additional conflicts when recommending commissionable products and commissionable insurance, which AZ says it manages through disclosure and internal policies.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and consulting fees: one-time fixed rate between $0 and $100,000; monthly fixed rate up to $8,333 per month.

Percentage

Up to 2% annually

Performance-based

Performance fee of 20% of profits on alternative investments; performance-based fees only for qualified clients meeting net worth and income thresholds.

Other

Account minimum: $100,000

Main office location

Alpha Zero LLC

2500 North Military Trail, Suite 316

Boca Raton FL 33431, United States

Number of offices

5

Most active in

Arizona · Colorado · Connecticut · Florida · Iowa · Massachusetts · New Hampshire · New York · North Carolina · Oregon · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew B

CFP®, Series 66

Meriden, CT

Alpha Zero LLC

Matthew Baum is a CFP® with six years of industry experience currently serving as an advisor at Alpha Zero LLC. His prior experience includes roles at Ameriprise Financial Services, LLC, and Edward Jones. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors. The firm provides portfolio management, financial planning, and advisory services focused on alternative investments, employing an analytical approach that includes cyclical and fundamental analysis alongside modern portfolio theory.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Anthony L

Series 63, Series 65

Boca Raton, FL

Alpha Zero LLC

Anthony Leone is a financial advisor at Alpha Zero LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Mass Mutual Life Insurance Company, among others. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors and roughly 320 clients. The firm offers portfolio management, financial planning, consulting, and advisory services focused on alternative investments, employing a range of strategies from long-term investing to margin and options trading.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Jonathan S

Series 65

Boca Raton, FL

Alpha Zero LLC

Jonathan Schiripo is a Series 65-licensed financial advisor with two years of industry experience, currently with Alpha Zero LLC. He has worked at firms including Belpointe Asset Management, The Kornerstone Group, and TCW Global. Outside of advisory work, he is involved as a boxing manager, media commentator, and promoter with The Kornerstone Group, and also acts as an agent for athletes. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors. The firm offers portfolio management, financial planning, and consulting services, with a focus on alternative investments such as real estate partnerships and private placements, employing an analytical approach that includes cyclical and fundamental analysis alongside modern portfolio theory.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Lynn P

Series 65

Binghamton, NY

Alpha Zero LLC

Lynn Purcell is a Series 65 licensed advisor at Alpha Zero LLC with one year of industry experience. Prior to joining Alpha Zero, Purcell has been affiliated with the State University of New York at Cortland since 2011, involved in educational and research activities. Outside of advisory work, Purcell owns several businesses focused on creative content development, data services, and social media marketing, and serves on the board of directors for Conexeu, a company specializing in collagen-based medical technologies. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in assets for around 320 clients. The firm offers portfolio management, financial planning, and advisory services for alternative investments, employing a range of strategies from fundamental analysis to options trading.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Cameron H

Series 66

Wilsonville, OR

Alpha Zero LLC

Cameron Hunt is a financial advisor at Alpha Zero LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Hunt serves as Director of Finance at Pro Athlete Community, a position unrelated to commissions. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets. The firm serves around 320 clients, offering portfolio management, financial planning, consulting, and advisory services for alternative investments, employing a range of strategies from long-term investing to options trading.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Yony N

Series 65

Boca Raton, FL

Alpha Zero LLC

Yony Noy is a financial advisor at Alpha Zero LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including LAA Partners LLC and Optimizely. Outside of his advisory role, he is a co-founder of an insurance agency and a children's activity brand designed for travel, and he also advises a company on structuring debt options for real estate borrowers. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets. The firm serves around 320 clients and offers portfolio management, financial planning, and advisory services focused on alternative investments such as real estate partnerships and start-up financing.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Gregory B

CFP®, ChFC®, Series 66

Boca Raton, FL

Alpha Zero LLC

Gregory Brodeur is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. His prior roles include positions at 2M Wealth Management LLC, MML Investors Services, Barnum Financial Group, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also licensed to recommend life, disability, and long-term care insurance to clients. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors and about 320 clients. The firm offers portfolio management, financial planning, and advisory services focused on alternative investments, employing an analytical approach that includes cyclical and fundamental analysis along with modern portfolio theory.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Mason S

Series 65

Boca Raton, FL

Alpha Zero LLC

Mason Schreck is a Series 65-licensed financial advisor at Alpha Zero LLC with two years of industry experience. Prior to joining Alpha Zero, he held roles with the Houston Texans and Cincinnati Bengals. Outside of advising, he serves as a managing member of several LLCs. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets. The firm serves around 320 clients with portfolio management, financial planning, and advisory services focused on alternative investments, employing a range of strategies guided by fundamental and cyclical analysis.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Jordan G

Series 63, Series 65

Boca Raton, FL

Alpha Zero LLC

Jordan Grabowski is a financial advisor at Alpha Zero LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Massachusetts Mutual Life Insurance Company. Outside of advisory roles, he is a managing member of BGV, LLC, which funds start-up investments, and a general partner at OnePointTwo Capital Management, a private fund manager. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets across eight advisors. The firm provides portfolio management, financial planning, and advisory services focused on alternative investments such as real estate partnerships and start-up financing, employing a range of strategies from long-term investing to options trading.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
user avatar

Eric M

CFP®, ChFC®, Series 66

Boca Raton, FL

Alpha Zero LLC

Eric Mechler is a CFP® and ChFC® with 13 years of industry experience. He is a managing partner at Alpha Zero LLC and serves as Chief Strategy Officer at 1.2 Capital Management LLC, a cryptocurrency hedge fund. He also manages start-up investments through BGV, LLC. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in client assets. The firm serves around 320 clients, offering portfolio management, financial planning, and advisory services focused on alternative investments including real estate partnerships and private placements.

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management Annuities Founder/Business Owner Executive
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