Allied Private Wealth
● SEC registered since 2023CRD 328952SEC# 801-129089Boca Raton, FL
Reg. AUM
$224.5M
Employees
4
Accounts
417
Location
Boca Raton, FL
Allied Private Wealth assets under management
Allied Private Wealth is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2023. It reports $224.5 million in regulatory assets under management and employs 4 people.
Allied Private Wealth owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Lee Control | Managing Member/Chief Compliance Officer | Under 5% | 2023 |
| Maddox Capital LLC Control | Active | Over 75% | 2023 |
Frequently asked questions
How much does Allied Private Wealth manage?
Allied Private Wealth reports $224.5 million in regulatory assets under management on its Form ADV.
How many employees does Allied Private Wealth have?
Allied Private Wealth reports 4 employees.
Where is Allied Private Wealth located?
Allied Private Wealth is based in Boca Raton, FL and has been SEC-registered since 2023.
Does Allied Private Wealth disclose fund performance?
Allied Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7700 Congress Ave Suite 3208, Boca Raton, FL 33487 |
| Phone | 9545769192 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.5M▲ 20%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$224.5Mregulatory AUM
Discretionary $224.5M