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IFB WEALTH MANAGEMENT LLC

MIAMI, FL · CRD 299318 · IAPD ↗ · ifbwealth.com · 305-329-1520

$108.9MRegulatory AUM
7Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — IFB WEALTH MANAGEMENT LLC (MIAMI, FL) left the SEC roster (was $108.9M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
67
April 2024 — IFB WEALTH MANAGEMENT LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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