Data / Investment advisers / Florida / Sum Zero Wealth
Sum Zero Wealth, St. Petersburg, FL: $104 million AUM, SEC registered investment adviser
Sum Zero Wealth is an SEC registered investment adviser with its main office in St. Petersburg, Florida and reports $104 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 343434
- SEC file number
- 801-137030
- SEC status
- 120-Day Approval, effective August 7, 2026
- Legal name
- Sum Zero Wealth, LLC
- Main office
- 2600 1st Avenue North, St. Petersburg, FL 33713
- Phone
- (212) 660-4800
- Website
- sumzerowealth.com
- Regulatory AUM
- $103,616,819 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $103,616,819
- Accounts
- 128
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, commissions
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $103.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $103.6 million | October 28, 2026 |
| September 1, 2026 | Not listed | August 7, 2026 |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cyber Hornet Etfs LLC | St. Petersburg | $167.6 million | Not listed | adviserinfo.sec.gov |
| Sagace Wealth Management | St. Petersburg | $162.7 million | Not listed | adviserinfo.sec.gov |
| Clarity Financial Advisors LLC | St. Petersburg | $149.5 million | Not listed | adviserinfo.sec.gov |
| Howland and Associates, LLC | St Petersburg | $138.7 million | Not listed | adviserinfo.sec.gov |
| Elevate Financial Planning and Wealth Management | St. Petersburg | $107.1 million | Not listed | adviserinfo.sec.gov |
| Saturn Management LLC | St. Petersburg | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Sum Zero Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.