IFB Wealth Management LLC

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Assets, Funds, Holdings

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IFB Wealth Management LLC
CRD #299318
SEC #801-117624
CIK #
AUM $108.9 MM (2024-03-18)
Employees 9 (78% Investors, 22% Brokers)
Phone305-329-1520
Address777 SW 37th Avenue
Miami, FL 33135
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 25 5.5
(b) Individuals (high net worth individuals) 10 12.0
(c) Banking or thrift institutions 0 74.7
(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 0.4
(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 18 16.4
(n) Other 0 0.0
Total 64 108.9
By Discretionary
Discretionary 28 11.8
Non-Discretionary 36 97.2
Total 64 108.9
By Non-United States Persons
Non-United States Persons 27.4
United States Persons 81.5
Total 64 108.9
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NC 0.1
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JDT Inc
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Abbington Investment Group LLC
CT 0.1
Wixon Financial Services Corporation
MN 0.1
Beresh Patrick Michael
CA 0.1
Providence Wealth Management LLC
TN 0.1
MJB Asset Management LLC
NY 0.1
Varni Labs Inc
CA 0.1
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