Investment adviser · CRD 299318
IFB WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Mar 18, 2024
- Regulatory AUM
- $109M Form ADV · Item 5.F
- Client accounts
- 64 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $74,678,807 | 68.6% |
| Corporations & businesses | 18 | $16,356,121 | 15.0% |
| High-net-worth individuals | 10 | $11,979,926 | 11.0% |
| Individuals | 25 | $5,535,198 | 5.1% |
| Retirement plans | Fewer than 5 | $354,804 | 0.3% |
Filing source
Form ADV 1816282 · Mar 18, 2024 · 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 18, 2024. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
777 SW 37TH AVENUE, 6TH FLOORMIAMI, FL, 33135, United States
CRD 299318
Filing source
Form ADV 1816282 · Mar 18, 2024 · 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.