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Allied Private Wealth

● SEC registered since 2023CRD 328952SEC# 801-129089Boca Raton, FL
Export (members)
Reg. AUM
$187M
Employees
4
Accounts
431
Location
Boca Raton, FL

Allied Private Wealth assets under management

Allied Private Wealth is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2023. It reports $187 million in regulatory assets under management and employs 4 people.
www.alliedprivatewealth.comView on SEC.gov ↗

Allied Private Wealth owners & executives

2 reported
NameTitleOwnershipSince
Alex Lee ControlManaging Member/Chief Compliance OfficerUnder 5%2023
Maddox Capital LLC ControlActiveOver 75%2023

Frequently asked questions

How much does Allied Private Wealth manage?

Allied Private Wealth reports $187 million in regulatory assets under management on its Form ADV.

How many employees does Allied Private Wealth have?

Allied Private Wealth reports 4 employees.

Where is Allied Private Wealth located?

Allied Private Wealth is based in Boca Raton, FL and has been SEC-registered since 2023.

Does Allied Private Wealth disclose fund performance?

Allied Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7700 Congress Ave Suite 3208, Boca Raton, FL 33487
Phone9545769192
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187M
Non-discretionary$0
Total (RAUM)$187M