Iwpf Securities LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 328645
- Registered since
- October 21, 2024
Firm profile
FINTRXOverview
Iwpf Securities LLC is organized as a limited liability company and is listed as SEC-registered in 2024. Ownership is indicated as individual rather than institutional or corporate, and the firm is categorized as unclassified in the available filing. The public record for the firm provides minimal operational detail: there are no entries for client segmentation, fee schedules, core business activities, or advisory offerings. On investment posture, the firm is marked as not being a capital allocator and not an active ESG investor. The filing also indicates it is not registered as a multi-state adviser, not positioned as a pension consultant, and not identified as a related adviser to another registered entity. Those flags, combined with the sparse disclosure on services, suggest a limited public footprint and limited registered advisory activity to date.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Robert Brito
Managing Partner and Chief Compliance OfficerCRD 2465126
Contacts
2 of 2
Kenneth George
FinOpCRD 2643369
Christian Briker
MemberCRD 7732280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, 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
- Miami Dade
- Address
- 429 Lenox Ave
- Time zone
- ET (UTC-5)
- Office locations
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