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ALLIED PRIVATE WEALTH

BOCA RATON, FL · CRD 328952 · IAPD ↗ · alliedprivatewealth.com · 9545769192

$224.5MRegulatory AUM
3Advisory reps
4Employees
228Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — ALLIED PRIVATE WEALTH notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
May 2025 — ALLIED PRIVATE WEALTH reported RAUM up 76% ($106.3M -> $187.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
May 2024 — ALLIED PRIVATE WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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