The Institute of Financial Wellness, LLC
● SEC registered since 2022CRD 317776SEC# 801-122995Fort Lauderdale, FL
Reg. AUM
—
Employees
7
Accounts
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Location
Fort Lauderdale, FL
The Institute of Financial Wellness, LLC assets under management
The Institute of Financial Wellness, LLC is an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 2022. It employs 7 people.
The Institute of Financial Wellness, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Sussman Control | Managing Member, President | 50-75% | 2018 |
| Erik Cory Sussman Control | Managing Member, Chief Executive Officer & Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How many employees does The Institute of Financial Wellness, LLC have?
The Institute of Financial Wellness, LLC reports 7 employees.
Where is The Institute of Financial Wellness, LLC located?
The Institute of Financial Wellness, LLC is based in Fort Lauderdale, FL and has been SEC-registered since 2022.
Does The Institute of Financial Wellness, LLC disclose fund performance?
The Institute of Financial Wellness, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 NE 4th Avenue, Fort Lauderdale, FL 33304 |
| Phone | (305)-978-8107 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,825 advisers