ZERO LABS INC.

CRD 343612File 801-137359

APPROVED

Retail clients

Filing as of Sep 21, 2026

Feed vintage Sep 22, 2026

Regulatory AUM

$100K

Bottom 25% of cohort (national)

Discretionary AUM

$100K

Clients

125

125 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Sep 21, 2026
Principal office: 255 BERRY STREET APT 416, SAN FRANCISCO, CA, 94158
Phone: 650-761-1821
Website: https://zero.tax

Assets & accounts

ADV Item 5F

Total regulatory AUM: $100K
Discretionary AUM: $100K
Non-discretionary AUM: $0
Discretionary accounts: 125
Non-discretionary accounts: 0
Total accounts: 125
AUM per client: $800

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	125	$100K

Compensation & activities

ADV Items 5E, 5G

Compensation

Subscription fees

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ZERO LABS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZERO LABS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.