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ALLIED PRIVATE WEALTH

CRD 328952 · SEC 801-129089

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7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487, United States

Phone

9545769192

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$224.5M

Discretionary AUM

$224.5M

Team

4 total employees; 3 advisory reps; 228 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$7.5M
High net worth individuals203$217.0M

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD