Investment adviser · CRD 328952
ALLIED PRIVATE WEALTH
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $224M Form ADV · Item 5.F
- Client accounts
- 417 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 203 | $216,993,552 | 96.7% |
| Individuals | 25 | $7,485,467 | 3.3% |
Filing source
Form ADV 2076662 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
7700 CONGRESS AVE SUITE 3208BOCA RATON, FL, 33487, United States
CRD 328952
Filing source
Form ADV 2076662 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.