THE INSTITUTE OF FINANCIAL WELLNESS, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 317776
- Registered since
- January 10, 2022
- Website
- www.the-ifw.com
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Institute of Financial Wellness, LLC is a limited liability company that operates as a capital allocator. Established in 2022, this firm primarily focuses on selecting other advisers and conducting educational seminars and workshops. While it does not actively engage in ESG investing, it serves a multi-state client base and employs a fixed fee structure along with other fee arrangements. The firm is classified as unclassified and does not have any related advisers or affiliations with pension consulting.
Assets & Accounts
Investments & Alternatives
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 1ERIK SUSSMAN
Chief Executive OfficerCRD 2549334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, 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
- BROWARD
- Address
- 1400 NE 4th Ave
- Time zone
- ET (UTC-5)
- Office locations
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