ALLIED PRIVATE WEALTH
CRD #328952 SEC #801-129089 BOCA RATON, FL 9545769192
SEC Registered
Total AUM
$187M
Discretionary
$187M
Employees
4
Clients
10
Accounts
431
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 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 |
|---|---|---|---|---|
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LEE, ALEX | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MADDOX CAPITAL LLC | DE | MANAGING MEMBER | E | Control |
| MADDOX CAPITAL LLC | DE | MANAGING MEMBER | E | Control |
| MADDOX CAPITAL LLC | DE | MANAGING MEMBER | E | Control |
| MADDOX CAPITAL LLC | DE | MANAGING MEMBER | E | Control |
| MADDOX CAPITAL LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (1)
FL
Address
7700 CONGRESS AVE SUITE 3208BOCA RATON, FL 33487
United States
Phone: 9545769192