Allied Private Wealth
Allied Private Wealth is an SEC-registered mass-market adviser in Boca Raton, FL with $224.5M assets under management (AUM, regulatory AUM), +111% over one year. See who owns Allied Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328952, SEC 801-129089, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $224.5M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 4
- Clients
- 228
- CRD
- 328952
- Ownership
- MADDOX CAPITAL LLC; LEE, ALEX
How much AUM does Allied Private Wealth have?
Allied Private Wealth reported $224.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Allied Private Wealth?
Disclosed owners and executives of Allied Private Wealth include MADDOX CAPITAL LLC, LEE, ALEX. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.