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| Keyboard |
| Allied Private Wealth
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|---|---|
| CRD # | 328952 |
| SEC # | 801-129089 |
| CIK # | 0002132253 |
| AUM | 224.5 M (2026-03-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 954-576-9192 |
| Address | 7700 Congress Ave Suite 3208 Boca Raton, FL 33487 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.2 | ||
| Microsoft Corp | 9.3 | ||
| Amazon Com Inc | 4.6 | ||
| Nvidia Corp | 4.6 | ||
| Blackstone Group LP | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Citigroup Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Safety Quick Lighting & FANS Corp | 1.3 | ||
| Everest RE Group Ltd | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 7.5 |
| (b) Individuals (high net worth individuals) | 203 | 217.0 |
| (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 | 417 | 224.5 |
| By Discretionary | ||
| Discretionary | 417 | 224.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 224.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.5 | |
| Total | 417 | 224.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002132253] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 228 |
| Serves | Retail |
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