THE INSTITUTE OF FINANCIAL WELLNESS, LLC
CRD #317776 SEC #801-122995 FORT LAUDERDALE, FL (305)-978-8107
SEC Registered
Total AUM
--
Discretionary
--
Employees
7
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, DARREN | I | MANAGING MEMBER, PRESIDENT | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
| SUSSMAN, ERIK, CORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (21)
CA CO CT FL GA IL MA MD MI MN NJ NV NY OH OR SC TN TX VA WA WI
Address
1400 NE 4TH AVENUEFORT LAUDERDALE, FL 33304
United States
Phone: (305)-978-8107