# ALLIED PRIVATE WEALTH

ALLIED PRIVATE WEALTH of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 328952
- Type: SEC-registered investment adviser
- SEC file number: 801-129089
- Location: 7700 CONGRESS AVE SUITE 3208, BOCA RATON, FL, 33487
- Phone: 9545769192
- Latest filing: 2026-03-25
- Regulatory AUM: $224.5M
- Discretionary AUM: $224.5M
- Clients: 4
- Accounts: 417

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Alex Lee | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | New York, NY |
| LEE ALEX | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328952/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328952/similar
- Related entities: https://search.stillhousedata.com/firm/328952/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328952

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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.