Overview
Assets Under Management: $224 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 203
Average Client Assets: $1.1 million
Frequently Asked Questions
ALLIED PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328952), ALLIED PRIVATE WEALTH is subject to fiduciary duty under federal law.
ALLIED PRIVATE WEALTH is headquartered in BOCA RATON, FL.
ALLIED PRIVATE WEALTH serves 203 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, ALLIED PRIVATE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
ALLIED PRIVATE WEALTH manages $224 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, ALLIED PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 203
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.67%
Average Client Assets: $1.1 million
Total Client Accounts: 417
Discretionary Accounts: 417
Regulatory Filings
CRD Number: 328952
Filing ID: 2076662
Last Filing Date: 2026-03-25 11:48:52