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IBD WEALTH MANAGEMENT, LLC
CRD 308567
1200 NORTH FEDERAL HIGHWAY, SUITE 215, BOCA RATON, FL, 33432, United States
Phone
561-220-8858
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.1M
Discretionary AUM
$2.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.1M |
Official SEC filing: View on IAPD