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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $187M | $187M | $0 | 4 | 120 |
| Mar 2024 | $106.3M | $106.3M | $0 | 3 | 56 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2023 | $145M | $145M | $0 | 3 | 0 |
DateApr 2025
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees4
Clients120
DateMar 2024
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees3
Clients56
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees3
Clients0