# Ally Business & Wealth

> Ally Business & Wealth is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2021.

- CRD: 310517
- Filed as: ALLY BUSINESS & WEALTH
- Legal name: Kervin Ally
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 7, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310517
- AdvisorCensus page: https://advisorcensus.com/firm/ally-business-and-wealth-310517

## Quick answers

**How is Ally Business & Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Ally Business & Wealth reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ally Business & Wealth registered with the SEC or a state?**
Ally Business & Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310517.

**How much does Ally Business & Wealth manage?**
Ally Business & Wealth reports $0 in regulatory assets under management in its Form ADV filing dated January 7, 2021.

**Does Ally Business & Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310517

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ally Business & Wealth (CRD 310517): Form ADV filing data as of October 2026.