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Managing Member and Chief Compliance Officer · SUM Zero Wealth

James B. Gerson

CRD 5372203 · Named on Form ADV at one SEC-registered adviser

At a glance

SUM Zero Wealth, an SEC-registered asset manager based in St. Petersburg, FL with $0 in regulatory assets, lists James B. Gerson on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • SUM Zero WealthManaging Member and Chief Compliance OfficerAsset manager · St. Petersburg, FL · $0M in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.