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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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