ALLIED PRIVATE WEALTH

ALLIED PRIVATE WEALTH of BOCA RATON, FL is an SEC-registered investment adviser (CRD 328952). Regulatory assets under management: $224.5M.

Registration

• CRD: 328952
• SEC file number: 801-129089
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328952 on SEC IAPD (source of record)
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