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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALPHA ZERO LLC

CRD 319050

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de60692d-ac24-34c0-d7b0-4a3e4d3e498a

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Mar 25, 2022 to Sep 3, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.04 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $270MItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $256M
Private client RAUM: $258MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $27.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 10
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 456
Individual clients: 334
High net worth clients: 87
Custody, client assets: $258M
SEC number: 801-124738
CRD: 319050
Filings on the tape: 30
First filed: Mar 25, 2022
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, DE
Website: alphazerowealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Eric Mechler	Certified Financial Planner\|Chartered Financial Consultant	BOCA RATON, FL	4	14	3	yes
ANTHONY WALTER LEONE	n/a	BOCA RATON, FL	4	12	4	no
Jordan Michael Grabowski	n/a	BOCA RATON, FL	4	17	3	yes
GREGORY RAYMOND BRODEUR	Certified Financial Planner\|Chartered Financial Consultant	BOCA RATON, FL	4	10	2	no
Mason Robert Schreck	n/a	BOCA RATON, FL	2	12	n/a	no
Matthew Charles Baum	Certified Financial Planner	Meriden, CT \| BOCA RATON, FL	1	12	2	no
YONY NOY	n/a	BOCA RATON, FL	1	11	1	no
Cameron Jeffrey Hunt	n/a	BOCA RATON, FL \| Wilsonville, OR	1	13	1	no
Jonathan Schiripo	n/a	BOCA RATON, FL	0	15	1	no
Michael Joseph Cummings	n/a	BOCA RATON, FL	0	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRABOWSKI, JORDAN, MICHAEL	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	yes	03/2020	Mar 25, 2022	Dec 18, 2024
MECHLER, ERIC, David	MANAGING PARTNER	C	yes	03/2020	Mar 25, 2022	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ONEPOINTTWO CAPITAL MANAGEMENT LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Arvada	Co	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$270M	$256M	8	8	4	n/a	n/a
2024	Mar 20, 2025	$183M	$183M	6	6	2	n/a	n/a
2023	Mar 19, 2024	$172M	$172M	6	6	1	n/a	n/a
2022	Mar 13, 2023	$151M	$146M	5	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	5	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$270M	$183M	47.2%	$151M	21.2%	17	6	4	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRIVIUM POINT ADVISORY, LLC	4	May 6, 2022	Jul 5, 2022	WILTON, CT	Team lift out	RIA to new firm	36.4%

Relationships

Registered with (11)

← Michael Joseph CummingsAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Jonathan SchiripoAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Cameron Jeffrey HuntAdvisorregistration: current employment
Aug 8, 2025 to presentfactForm ADV
← YONY NOYAdvisorregistration: current employment
Apr 3, 2025 to presentfactForm ADV
← Matthew Charles BaumAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← Mason Robert SchreckAdvisorregistration: current employment
Feb 7, 2024 to presentfactForm ADV
← GREGORY RAYMOND BRODEURAdvisorregistration: current employment
Sep 6, 2022 to presentfactForm ADV
← Jordan Michael GrabowskiAdvisorregistration: current employment
Jul 5, 2022 to presentfactForm ADV
← ANTHONY WALTER LEONEAdvisorregistration: current employment
Jun 21, 2022 to presentfactForm ADV
← Eric MechlerAdvisorregistration: current employment
May 6, 2022 to presentfactForm ADV
← JOHN AUGUSTIN SULLIVANAdvisorregistration: previous registration
May 6, 2022 to Feb 20, 2024factForm ADV

Controls (2)

← MECHLER, ERIC, DavidOwnerMANAGING PARTNER, ownership code C, individual
Mar 25, 2022 to Dec 18, 2024factForm ADV
← GRABOWSKI, JORDAN, MICHAELOwnerMANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 25, 2022 to Dec 18, 2024factForm ADV

Moved with (1)

← TRIVIUM POINT ADVISORY, LLCRegistered adviser4 advisors, team lift out, same day
May 6, 2022 to Jul 5, 2022factForm ADV

Dated events

Occurred
Feb 20, 2024
Advisor changed firm
John Augustin Sullivan left Alpha Zero Llc for Integra Global Advisors Llc (registered 2025-02-24)
Form ADVobserved 5 days ago
Occurred
Oct 7, 2022
Succession filed (Item 4)
2M Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
May 6, 2022
Team lift-out
4 advisors left Trivium Point Advisory, LLC (Wilton, CT) for Alpha Zero LLC on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Mar 25, 2022
First Form ADV filing
2M Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de60692d-ac24-34c0-d7b0-4a3e4d3e498a
First observed: Mar 25, 2022
Last observed: Sep 3, 2026 17 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALPHA ZERO LLC

CRD 319050

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de60692d-ac24-34c0-d7b0-4a3e4d3e498a

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Eric Mechler

Certified Financial Planner|Chartered Financial Consultant

BOCA RATON, FL

yes

ANTHONY WALTER LEONE

n/a

BOCA RATON, FL

Jordan Michael Grabowski

n/a

BOCA RATON, FL

yes

GREGORY RAYMOND BRODEUR

Certified Financial Planner|Chartered Financial Consultant

BOCA RATON, FL

Mason Robert Schreck

n/a

BOCA RATON, FL

n/a

Matthew Charles Baum

Certified Financial Planner

Meriden, CT | BOCA RATON, FL

YONY NOY

n/a

BOCA RATON, FL

Cameron Jeffrey Hunt

n/a

BOCA RATON, FL | Wilsonville, OR

Jonathan Schiripo

n/a

BOCA RATON, FL

Michael Joseph Cummings

n/a

BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRABOWSKI, JORDAN, MICHAEL

MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 25, 2022

Dec 18, 2024

MECHLER, ERIC, David

MANAGING PARTNER

yes

03/2020

Mar 25, 2022

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ONEPOINTTWO CAPITAL MANAGEMENT LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Arvada

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$270M

$256M

n/a

2024

Mar 20, 2025

$183M

n/a

2023

Mar 19, 2024

$172M

n/a

2022

Mar 13, 2023

$151M

$146M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$270M

$183M

47.2%

$151M

21.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRIVIUM POINT ADVISORY, LLC

May 6, 2022

Jul 5, 2022

WILTON, CT

Team lift out

RIA to new firm

36.4%