Privacy Policy

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ALPHA ZERO LLC
2500 NORTH MILITARY TRAIL, SUITE 316, BOCA RATON, FL 33431
561-576-2599 – JORDAN@ALPHAZEROWEALTH.COM
PRIVACY POLICY
Investment advisers are required by law to inform their clients of their policies regarding privacy of client information.
We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to
tell you how we collect, share, and protect your personal information.
TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your
authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information,
Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information.
PARTIES TO WHOM WE DISCLOSE INFORMATION
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we
list the reasons that we may share your personal information:
➢ For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court
orders and legal investigations, or report to credit bureaus;
➢ For our marketing – to offer our products and services to you;
➢ For joint marketing with other financial companies;
➢ For our affiliates’ everyday business purposes – information about your transactions and experiences and
information about your creditworthiness; or
➢ For non-affiliates to market to you.
If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no
longer our customer, we may continue to share your information as described in this notice. However, you can contact us
at any time to limit our sharing.
PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with
federal law, including computer safeguards and secured files and building.
FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’
everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who
use your information to market to you. State laws and individual companies may give you additional rights to limit
sharing. Please notify us immediately if you choose to opt out of these types of sharing.
DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-
financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and
non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together
market financial products or services to you.
August 2025
ARTIFICIAL INTELLIGENCE: We may utilize artificial intelligence (AI) tools internally to assist in summarizing and
organizing notes from client meetings to enhance record-keeping and efficiency. These AI tools do not replace human
oversight, and all notes are reviewed for accuracy and compliance with regulatory standards. AI is not used to make
investment decisions or communicate directly with clients. We conduct thorough due diligence upfront and ongoing
assessments of our AI tools’ privacy and cybersecurity protocols to ensure they meet standards of security and
confidentiality. If you have any questions or wish to opt out of AI-assisted notetaking, please contact us.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality
financial services are very important to us.

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