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AFFILIATED PRIVATE INVESTORS LLC

WEST PALM BEACH, FL · CRD 111545 · IAPD ↗ · 5613188710

$533.7MRegulatory AUM
2Advisory reps
6Employees
27Clients
11-25Planning clients
5Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AFFILIATED PRIVATE INVESTORS LLC crossed $500M in regulatory AUM ($486.0M -> $533.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.