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| Happy Holidays!! thanks for using AUM13F!! |
| Allied Private Wealth
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| CRD # | 328952 |
| SEC # | 801-129089 |
| CIK # | |
| AUM | $187.0 M (2025-04-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 954-576-9192 |
| Address | 7700 Congress Ave Suite 3208 Boca Raton, FL 33487 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.6 |
| (b) Individuals (high net worth individuals) | 50 | 186.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 431 | 187.0 |
| By Discretionary | ||
| Discretionary | 431 | 187.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 431 | 187.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.0 | |
| Total | 431 | 187.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Manuka Financial LLC
✚
|
0.2 | |
|
NHWM LLC
✚
|
NJ | 0.2 |
|
Motiv8 Investments LLC
✚
|
FL | 0.2 |
|
Clerou Romain Pierre Walsh
✚
|
0.2 | |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |
|
Woodfield Financial Advisors Inc
✚
|
IL | 0.2 |
|
Pingora Partners LLC
✚
|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
0.2 | |
|
Miller Avenue Advisors LLC
✚
|
CA | 0.2 |
|
JM2 Capital Inc
✚
|
OK | 0.2 |