# Allied Private Wealth

> Allied Private Wealth is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 328952
- Filed as: ALLIED PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328952
- AdvisorCensus page: https://advisorcensus.com/firm/allied-private-wealth-boca-raton-fl-328952

## Quick answers

**How is Allied Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Allied Private Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Allied Private Wealth located?**
Allied Private Wealth's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Allied Private Wealth registered with the SEC or a state?**
Allied Private Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328952.

**How much does Allied Private Wealth manage?**
Allied Private Wealth reports $224,479,019 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Allied Private Wealth's assets and staff changed since 2024?**
In the Form ADV data for Allied Private Wealth: Regulatory assets under management: $106,278,000 in the October 2024 data and $224,479,019 in the October 2026 data, up 111%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allied Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (203); individuals (other than high net worth individuals) (25).

**Does Allied Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328952

**What changed in Allied Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $186,978,574 to $224,479,019 (+20%). Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $224,479,019
- Discretionary: $224,479,019
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $7,485,467 |
| High net worth individuals | 203 | $216,993,552 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alliedprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,278,000 | 3 | March 30, 2024 |
| October 2025 | $186,978,574 | 4 | April 30, 2025 |
| October 2026 | $224,479,019 | 4 | March 25, 2026 |

Regulatory assets under management: $106,278,000 in the October 2024 data and $224,479,019 in the October 2026 data, up 111%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $186,978,574 to $224,479,019 (+20%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allied Private Wealth (CRD 328952): Form ADV filing data as of October 2026.