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Allied Private Wealth

CRD 328952  ·  Boca Raton, FL  ·  $224.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
328952
SEC number
801-129089
Firm type
RIA
Assets under management
$224.5M as of Mar 25, 2026
Website
www.alliedprivatewealth.com ↗
Phone
9545769192
Address
7700 Congress Ave Suite 3208, Boca Raton, FL, 33487

Advisors at this firm

3 in our index · page 1 of 1

  • John EntenbergCRD 2474283 · Boca Raton, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Alex LeeCRD 5513235 · Boca Raton, FL
    IA RegisteredRegistration inactive
  • Mara Schiff SchainuckCRD 730688 · Boca Raton, FL
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 328952 ↗ FINRA BrokerCheck record for firm CRD 328952 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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