IFB WEALTH MANAGEMENT LLC
CRD #299318 SEC #801-117624 MIAMI, FL 305-329-1520
SEC Registered
Total AUM
$108.9M
Discretionary
$11.8M
Employees
9
Clients
0
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $108.9M | $11.8M | $97.2M | 9 | 0 |
| May 2023 | $135.8M | $20.2M | $115.6M | 6 | 0 |
| Mar 2023 | $135.8M | $20.2M | $115.6M | 6 | 0 |
| Mar 2022 | $111.2M | $21.7M | $89.5M | 4 | 0 |
| Sep 2021 | $150.4M | $3.4M | $147M | 6 | 0 |
| Jun 2021 | $150.4M | $3.4M | $147M | 6 | 0 |
| Apr 2021 | $150.4M | $3.4M | $147M | 6 | 0 |
| Apr 2021 | $150.4M | $3.4M | $147M | 6 | 0 |
| Apr 2021 | $150.4M | $3.4M | $147M | 6 | 0 |
| Jun 2020 | $162.4M | $0 | $162.4M | 4 | 0 |
| Mar 2020 | $162.4M | $0 | $162.4M | 4 | 0 |
| Feb 2020 | $0 | $0 | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
| Dec 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2024
Total AUM$108.9M
Discretionary$11.8M
Non-Disc.$97.2M
Employees9
Clients0
DateMay 2023
Total AUM$135.8M
Discretionary$20.2M
Non-Disc.$115.6M
Employees6
Clients0
DateMar 2023
Total AUM$135.8M
Discretionary$20.2M
Non-Disc.$115.6M
Employees6
Clients0
DateMar 2022
Total AUM$111.2M
Discretionary$21.7M
Non-Disc.$89.5M
Employees4
Clients0
DateSep 2021
Total AUM$150.4M
Discretionary$3.4M
Non-Disc.$147M
Employees6
Clients0
DateJun 2021
Total AUM$150.4M
Discretionary$3.4M
Non-Disc.$147M
Employees6
Clients0
DateApr 2021
Total AUM$150.4M
Discretionary$3.4M
Non-Disc.$147M
Employees6
Clients0
DateApr 2021
Total AUM$150.4M
Discretionary$3.4M
Non-Disc.$147M
Employees6
Clients0
DateApr 2021
Total AUM$150.4M
Discretionary$3.4M
Non-Disc.$147M
Employees6
Clients0
DateJun 2020
Total AUM$162.4M
Discretionary$0
Non-Disc.$162.4M
Employees4
Clients0
DateMar 2020
Total AUM$162.4M
Discretionary$0
Non-Disc.$162.4M
Employees4
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0