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The Institute of Financial Wellness, LLC

● SEC registered since 2022CRD 317776SEC# 801-122995Fort Lauderdale, FL
Export (members)
Reg. AUM
—
Employees
7
Accounts
—
Location
Fort Lauderdale, FL

The Institute of Financial Wellness, LLC assets under management

The Institute of Financial Wellness, LLC is an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 2022. It employs 7 people.
www.the-ifw.comView on SEC.gov ↗

The Institute of Financial Wellness, LLC owners & executives

2 reported
NameTitleOwnershipSince
Darren Sussman ControlManaging Member, President50-75%2018
Erik Cory Sussman ControlManaging Member, Chief Executive Officer & Chief Compliance Officer50-75%2018

Frequently asked questions

How many employees does The Institute of Financial Wellness, LLC have?

The Institute of Financial Wellness, LLC reports 7 employees.

Where is The Institute of Financial Wellness, LLC located?

The Institute of Financial Wellness, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2022.

Does The Institute of Financial Wellness, LLC disclose fund performance?

The Institute of Financial Wellness, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1400 NE 4th Avenue, Fort Lauderdale, FL 33304
Phone(305)-978-8107
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo