Allied Private Wealth
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 328952
- Registered since
- December 7, 2023
- Website
- alliedprivatewealth.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.67%
- Individuals3.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Allied Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and focuses on serving individual and family clients through fee-based asset management (percentage of AUM). Core advisory services are financial planning and portfolio management for individuals and small businesses. Allied Private Wealth also operates as an insurance broker. The firm does not present itself as a capital allocator or pension consultant, and it is not positioned as a multi-state adviser or an active ESG investor. Its business model centers on direct client relationships rather than managing a separate manager-of-managers platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents18%
- US Government Bonds2%
- Other2%
Contacts
3 of 3Alex Lee
Managing PartnerCRD 5513235
John Entenberg
Managing PartnerCRD 2474283
Mara Schainuck
Managing PartnerCRD 730688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 238Active vs passive
$79.3M in ETFs
63%
$50.2M
35%
$29.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $7.4M | 10,747 | 9.29% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7700 Congress Ave
- Time zone
- ET (UTC-5)
- Office locations
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