Zero Labs Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 343612
· SEC file 801-137359
· San Francisco, CA
· zero.tax
☆ Save with Pro
ADV data as of Oct 12, 2026
- Regulatory AUM
- $100K
- Discretionary
- $100K
- Clients
- 125
- Avg AUM / client
- $800
- Accounts
- 125
- Employees
- 4
AUM over time
$100K
$100K
Aug 21, 2026
Oct 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $100K | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 12, 2026.
View current Form ADV (SEC/IAPD) ↗