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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-22-2022
- Office Locations
- 3
Office Locations
About Alpha Zero LLC
Alpha Zero is a holistic wealth manager combining financial planning with investment management, rooted in behavioral finance, lifestyle coaching, and multi-asset portfolio integration. The firm works with executives and business owners, entrepreneurs, medical professionals, and professional/collegiate (NIL) athletes and entertainers, using forward-looking, trend-aware portfolio positioning. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between August 19, 2025 and May 18, 2026, reported AUM increased 47.2%, from $183.2M to $269.8M.
Across 5 reported observations, AUM increased 168.2% between October 20, 2022 and May 18, 2026, from $100.6M to $269.8M.
Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.
The firm reports 10 advisory representatives and 514 clients, or 51.4 clients per representative. That equates to $524.9K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Alpha Zero LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jordan Michael Grabowski
Chief Compliance Officer, Director, Founder, Managing Partner
- CRD
- #5703336
- Ownership
- 25% but less than 50%
Eric Mechler
Managing Partner
- CRD
- #5678805
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Matthew Charles Baum
Private Wealth Advisor
- CRD
- #6942874
GREGORY RAYMOND BRODEUR
Private Wealth Advisor
- CRD
- #6443671
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,763,513 | $604,642 |
| Non-Discretionary | $14,014,798 | $424,691 |
| Total | $269,778,311 | $591,619 |
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Separately Managed Accounts
SMA allocation detail is available
Alpha Zero LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Alpha Zero LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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