Investment adviser · CRD 317776

THE INSTITUTE OF FINANCIAL WELLNESS, LLC

Investment adviser filing (IA)

FORT LAUDERDALE, FL, United States · Form ADV filed Feb 7, 2025

Employees
7
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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: Feb 7, 2025. View historical filings

Reported services

Selection of other advisers · Educational seminars

Compensation

Fixed

Principal office

1400 NE 4TH AVENUE
FORT LAUDERDALE, FL, 33304, United States

CRD 317776

Filing source

Form ADV 1928222 · Feb 7, 2025 · 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.