← Tributary

SUM ZERO WEALTH

ST. PETERSBURG, FL · CRD 343434 · IAPD ↗ · sumzerowealth.com · 212-660-4800

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — SUM ZERO WEALTH (ST. PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.