# IBD WEALTH MANAGEMENT, LLC

IBD WEALTH MANAGEMENT, LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 308567
- Type: SEC-registered investment adviser
- Location: 1200 NORTH FEDERAL HIGHWAY, BOCA RATON, FL, 33432
- Phone: 561-220-8858
- Latest filing: 2026-02-17
- Regulatory AUM: $2.1M
- Discretionary AUM: $2.1M
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308567/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308567/similar
- Related entities: https://search.stillhousedata.com/firm/308567/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308567

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.